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HB Wealth Management’s AptarGroup ATR Stock Holding History

HB 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 		$353K Sell
2,822
-535
-16% -$64.9K ﹤0.01% 1281
2026
Q1 		$423K Buy
3,357
+862
+35% +$112K ﹤0.01% 1050
2025
Q4 		$304K Sell
2,495
-92
-4% -$11.4K ﹤0.01% 1126
2025
Q3 		$346K Buy
2,587
+443
+21% +$64.1K ﹤0.01% 1005
2025
Q2 		$335K Sell
2,144
-228
-10% -$34.4K ﹤0.01% 898
2025
Q1 		$352K Buy
2,372
+22
+0.9% +$3.31K ﹤0.01% 899
2024
Q4 		$369K Buy
+2,350
New +$392K ﹤0.01% 736

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

HB Wealth Management's ATR Position: Q2 2026 in Review

HB Wealth Management reduced its AptarGroup (ATR) stake by 16% in Q2 2026, selling an estimated $64.9K and leaving 2,822 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

HB Wealth Management first reported a position in ATR in Q4 2024 and has held it in 7 quarters since. The position peaked at $423K in Q1 2026. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • HB Wealth Management held 2,822 shares of AptarGroup worth $353K as of Q2 2026.
  • HB Wealth Management sold 535 AptarGroup shares in Q2 2026, an estimated $64.9K.
  • AptarGroup made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1281 holding.
  • HB Wealth Management first reported a position in AptarGroup in Q4 2024 and has held it in 7 quarters since.
  • HB Wealth Management's AptarGroup position peaked at $423K in Q1 2026.
  • 553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.