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Golden State Wealth Management’s AptarGroup ATR Stock Holding History

Golden State Wealth Management’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 		$1.13K Hold
9
– – ﹤0.01% 1471
2026
Q1 		$1.13K Hold
9
– – ﹤0.01% 1432
2025
Q4 		$1.1K Buy
+9
New +$1.11K ﹤0.01% 1500

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Vanguard Portfolio Management
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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

Golden State Wealth Management's ATR Position: Q2 2026 in Review

Golden State Wealth Management held its AptarGroup (ATR) position steady in Q2 2026 at 9 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Golden State Wealth Management first reported a position in ATR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.13K in Q1 2026. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Golden State Wealth Management held 9 shares of AptarGroup worth $1.13K as of Q2 2026.
  • Golden State Wealth Management left its AptarGroup share count unchanged in Q2 2026.
  • AptarGroup made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1471 holding.
  • Golden State Wealth Management first reported a position in AptarGroup in Q4 2025 and has held it in 3 quarters since.
  • Golden State Wealth Management's AptarGroup position peaked at $1.13K in Q1 2026.
  • 553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.