Financial Consulate’s AptarGroup ATR Stock Holding History

Financial Consulate’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	$1.26K	Hold	10	–	–	﹤0.01%	1072
2025 Q4	$1.22K	Buy	10 +6	+150%	+$741	﹤0.01%	982
2025 Q3	$535	Buy	+4	New	+$578	﹤0.01%	977

Other funds holding ATR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Financial Consulate's ATR Position: Q1 2026 in Review

Financial Consulate held its AptarGroup (ATR) position steady in Q1 2026 at 10 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

Financial Consulate first reported a position in ATR in Q3 2025 and has held it in 3 quarters since. 542 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

Financial Consulate held 10 shares of AptarGroup worth $1.26K as of Q1 2026.
Financial Consulate left its AptarGroup share count unchanged in Q1 2026.
AptarGroup made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #1072 holding.
Financial Consulate first reported a position in AptarGroup in Q3 2025 and has held it in 3 quarters since.
542 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.