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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

EverSource Wealth Advisors's ATR Position: Q1 2026 in Review

EverSource Wealth Advisors increased its AptarGroup (ATR) stake by 54% in Q1 2026, buying an estimated $67.9K and bringing the position to 1,491 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #1091.

EverSource Wealth Advisors first reported a position in ATR in Q1 2023 and has held it in 11 quarters since. 542 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

  • EverSource Wealth Advisors held 1,491 shares of AptarGroup worth $188K as of Q1 2026.
  • EverSource Wealth Advisors bought 521 AptarGroup shares in Q1 2026, an estimated $67.9K.
  • AptarGroup made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1091 holding.
  • EverSource Wealth Advisors first reported a position in AptarGroup in Q1 2023 and has held it in 11 quarters since.
  • 542 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.