Focus Partners Wealth’s AptarGroup ATR Stock Holding History

Focus Partners Wealth’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	$9.58M	Buy	76,047 +10,213	+16%	+$1.33M	0.01%	733
2025 Q4	$8.03M	Buy	65,834 +756	+1%	+$93.4K	0.01%	776
2025 Q3	$8.67M	Sell	65,078 -1,163	-2%	-$168K	0.01%	599
2025 Q2	$10.4M	Buy	66,241 +370	+0.6%	+$55.9K	0.02%	490
2025 Q1	$9.77M	Sell	65,871 -859	-1%	-$129K	0.02%	478
2024 Q4	$10.5M	Buy	66,730 +13,287	+25%	+$2.22M	0.03%	456
2024 Q3	$8.56M	Buy	53,443 +51,897	+3,357%	+$7.69M	0.03%	441
2024 Q2	$218K	Buy	1,546 +21	+1%	+$3.04K	﹤0.01%	1142
2024 Q1	$219K	Buy	+1,525	New	+$207K	﹤0.01%	908

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

Focus Partners Wealth's ATR Position: Q1 2026 in Review

Focus Partners Wealth increased its AptarGroup (ATR) stake by 16% in Q1 2026, buying an estimated $1.33M and bringing the position to 76,047 shares worth $9.58M. The position accounts for 0.01% of the portfolio, ranked #733.

Focus Partners Wealth first reported a position in ATR in Q1 2024 and has held it in 9 quarters since. The position peaked at $10.5M in Q4 2024. 542 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

Focus Partners Wealth held 76,047 shares of AptarGroup worth $9.58M as of Q1 2026.
Focus Partners Wealth bought 10,213 AptarGroup shares in Q1 2026, an estimated $1.33M.
AptarGroup made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #733 holding.
Focus Partners Wealth first reported a position in AptarGroup in Q1 2024 and has held it in 9 quarters since.
Focus Partners Wealth's AptarGroup position peaked at $10.5M in Q4 2024.
542 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.