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ICW Investment Advisors’s AptarGroup ATR Stock Holding History

ICW Investment 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 		$1.2M Buy
9,599
+86
+0.9% +$10.4K 0.42% 84
2026
Q1 		$1.2M Buy
9,513
+375
+4% +$48.9K 0.43% 78
2025
Q4 		$1.11M Sell
9,138
-78
-0.8% -$9.64K 0.41% 87
2025
Q3 		$1.23M Buy
9,216
+527
+6% +$76.2K 0.44% 82
2025
Q2 		$1.36M Buy
8,689
+353
+4% +$53.3K 0.54% 73
2025
Q1 		$1.24M Buy
8,336
+318
+4% +$47.9K 0.5% 80
2024
Q4 		$1.26M Sell
8,018
-59
-0.7% -$9.85K 0.53% 77
2024
Q3 		$1.29M Buy
8,077
+234
+3% +$34.7K 0.54% 78
2024
Q2 		$1.1M Sell
7,843
-246
-3% -$35.6K 0.5% 79
2024
Q1 		$1.16M Buy
8,089
+198
+3% +$26.8K 0.52% 77
2023
Q4 		$975K Buy
7,891
+127
+2% +$16K 0.48% 83
2023
Q3 		$971K Buy
7,764
+498
+7% +$61.1K 0.52% 76
2023
Q2 		$842K Buy
7,266
+325
+5% +$38.1K 0.45% 86
2023
Q1 		$820K Buy
6,941
+576
+9% +$65.5K 0.47% 83
2022
Q4 		$700K Buy
6,365
+109
+2% +$11.2K 0.42% 86
2022
Q3 		$594K Buy
6,256
+79
+1% +$8.22K 0.4% 89
2022
Q2 		$637K Buy
6,177
+38
+0.6% +$4.14K 0.41% 91
2022
Q1 		$721K Buy
6,139
+101
+2% +$11.9K 0.42% 87
2021
Q4 		$740K Buy
6,038
+508
+9% +$63.2K 0.41% 88
2021
Q3 		$660K Buy
5,530
+576
+12% +$75.8K 0.43% 84
2021
Q2 		$698K Buy
4,954
+110
+2% +$16.2K 0.46% 82
2021
Q1 		$686K Buy
4,844
+169
+4% +$23.3K 0.47% 83
2020
Q4 		$638K Sell
4,675
-273
-6% -$33.9K 0.46% 84
2020
Q3 		$560K Buy
4,948
+138
+3% +$16.1K 0.42% 89
2020
Q2 		$539K Buy
4,810
+233
+5% +$24.8K 0.44% 90
2020
Q1 		$456K Buy
4,577
+1,530
+50% +$166K 0.43% 90
2019
Q4 		$352K Buy
+3,047
New +$347K 0.29% 100

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

ICW Investment Advisors's ATR Position: Q2 2026 in Review

ICW Investment Advisors increased its AptarGroup (ATR) stake by 0.9% in Q2 2026, buying an estimated $10.4K and bringing the position to 9,599 shares worth $1.2M. The position accounts for 0.42% of the portfolio, ranked #84.

ICW Investment Advisors first reported a position in ATR in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.36M in Q2 2025. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • ICW Investment Advisors held 9,599 shares of AptarGroup worth $1.2M as of Q2 2026.
  • ICW Investment Advisors bought 86 AptarGroup shares in Q2 2026, an estimated $10.4K.
  • AptarGroup made up 0.42% of ICW Investment Advisors's portfolio in Q2 2026, its #84 holding.
  • ICW Investment Advisors first reported a position in AptarGroup in Q4 2019 and has held it in 27 quarters since.
  • ICW Investment Advisors's AptarGroup position peaked at $1.36M in Q2 2025.
  • 553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on ICW Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.