Focus Partners Wealth
ATR icon

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
Q2 		$15.7M Buy
125,615
+49,568
+65% +$6.02M 0.02% 575
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
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

Focus Partners Wealth's ATR Position: Q2 2026 in Review

Focus Partners Wealth increased its AptarGroup (ATR) stake by 65% in Q2 2026, buying an estimated $6.02M and bringing the position to 125,615 shares worth $15.7M. The position accounts for 0.02% of the portfolio, ranked #575.

Focus Partners Wealth first reported a position in ATR in Q1 2024 and has held it in 10 quarters since. 554 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Focus Partners Wealth held 125,615 shares of AptarGroup worth $15.7M as of Q2 2026.
  • Focus Partners Wealth bought 49,568 AptarGroup shares in Q2 2026, an estimated $6.02M.
  • AptarGroup made up 0.02% of Focus Partners Wealth's portfolio in Q2 2026, its #575 holding.
  • Focus Partners Wealth first reported a position in AptarGroup in Q1 2024 and has held it in 10 quarters since.
  • 554 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.