Heritage Wealth Advisors’s AptarGroup ATR Stock Holding History

Heritage Wealth Advisors’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	$1.75K	Hold	14	–	–	﹤0.01%	642
2026 Q1	$1.76K	Sell	14 -616	-98%	-$80.3K	﹤0.01%	633
2025 Q4	$76.8K	Hold	630	–	–	﹤0.01%	284
2025 Q3	$84.2K	Hold	630	–	–	﹤0.01%	260
2025 Q2	$98.6K	Hold	630	–	–	﹤0.01%	249
2025 Q1	$93.5K	Sell	630 -140	-18%	-$21.1K	﹤0.01%	248
2024 Q4	$121K	Hold	770	–	–	0.01%	239
2024 Q3	$123K	Hold	770	–	–	0.01%	247
2024 Q2	$108K	Sell	770 -1,000	-56%	-$145K	﹤0.01%	247
2024 Q1	$255K	Hold	1,770	–	–	0.01%	192
2023 Q4	$219K	Hold	1,770	–	–	0.01%	206
2023 Q3	$221K	Hold	1,770	–	–	0.01%	190
2023 Q2	$205K	Hold	1,770	–	–	0.01%	204
2023 Q1	$209K	Hold	1,770	–	–	0.01%	200
2022 Q4	$195K	Hold	1,770	–	–	0.01%	212
2022 Q3	$168K	Hold	1,770	–	–	0.01%	214
2022 Q2	$183K	Buy	+1,770	New	+$193K	0.01%	206

Other funds holding ATR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Heritage Wealth Advisors's ATR Position: Q2 2026 in Review

Heritage Wealth Advisors held its AptarGroup (ATR) position steady in Q2 2026 at 14 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Heritage Wealth Advisors first reported a position in ATR in Q2 2022 and has held it in 17 quarters since. The position peaked at $255K in Q1 2024. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

Heritage Wealth Advisors held 14 shares of AptarGroup worth $1.75K as of Q2 2026.
Heritage Wealth Advisors left its AptarGroup share count unchanged in Q2 2026.
AptarGroup made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #642 holding.
Heritage Wealth Advisors first reported a position in AptarGroup in Q2 2022 and has held it in 17 quarters since.
Heritage Wealth Advisors's AptarGroup position peaked at $255K in Q1 2024.
553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.