ECM
ATR icon

Evergreen Capital Management’s AptarGroup ATR Stock Holding History

Evergreen Capital Management’s Portfolio ATR Stock Details ATR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.16M Buy
9,238
+5,653
+158% +$686K 0.02% 481
2026
Q1 		$452K Buy
+3,585
New +$467K 0.01% 852
2025
Q4 		– Sell
-1,572
Closed -$210K – 1427
2025
Q3 		$210K Buy
+1,572
New +$227K 0.01% 1206

Other funds holding ATR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Evergreen Capital Management's ATR Position: Q2 2026 in Review

Evergreen Capital Management increased its AptarGroup (ATR) stake by 158% in Q2 2026, buying an estimated $686K and bringing the position to 9,238 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #481.

Evergreen Capital Management first reported a position in ATR in Q3 2025 and has held it in 3 quarters since. 554 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Evergreen Capital Management held 9,238 shares of AptarGroup worth $1.16M as of Q2 2026.
  • Evergreen Capital Management bought 5,653 AptarGroup shares in Q2 2026, an estimated $686K.
  • AptarGroup made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #481 holding.
  • Evergreen Capital Management first reported a position in AptarGroup in Q3 2025 and has held it in 3 quarters since.
  • 554 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.