EWA
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EverSource Wealth Advisors’s AptarGroup ATR Stock Holding History

EverSource Wealth Advisors’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 		$96.9K Sell
774
-717
-48% -$87K ﹤0.01% 1405
2026
Q1 		$188K Buy
1,491
+521
+54% +$67.9K 0.01% 1091
2025
Q4 		$118K Buy
970
+149
+18% +$18.4K ﹤0.01% 1227
2025
Q3 		$110K Buy
821
+256
+45% +$37K ﹤0.01% 1232
2025
Q2 		$88.4K Buy
565
+476
+535% +$71.9K ﹤0.01% 1274
2025
Q1 		$13.2K Buy
89
+1
+1% +$151 ﹤0.01% 1948
2024
Q4 		$13.8K Buy
88
+22
+33% +$3.67K ﹤0.01% 1837
2024
Q3 		$10.6K Buy
66
+7
+12% +$1.04K ﹤0.01% 1831
2024
Q2 		$8.67K Buy
59
+13
+28% +$1.88K ﹤0.01% 1931
2024
Q1 		$6.64K Buy
46
+40
+667% +$5.42K ﹤0.01% 1905
2023
Q4 		$742 Buy
+6
New +$754 ﹤0.01% 2450
2023
Q2 		– Sell
-46
Closed -$5.39K – 2502
2023
Q1 		$5.44K Buy
+46
New +$5.23K ﹤0.01% 1615

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's ATR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its AptarGroup (ATR) stake by 48% in Q2 2026, selling an estimated $87K and leaving 774 shares worth $96.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

EverSource Wealth Advisors first reported a position in ATR in Q1 2023 and has held it in 12 quarters since. The position peaked at $188K in Q1 2026. 556 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • EverSource Wealth Advisors held 774 shares of AptarGroup worth $96.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 717 AptarGroup shares in Q2 2026, an estimated $87K.
  • AptarGroup made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1405 holding.
  • EverSource Wealth Advisors first reported a position in AptarGroup in Q1 2023 and has held it in 12 quarters since.
  • EverSource Wealth Advisors's AptarGroup position peaked at $188K in Q1 2026.
  • 556 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.