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Innovative Asset Advisors Group’s AptarGroup ATR Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-78
Closed -$9.83K – 334
2026
Q1 		$9.83K Buy
+78
New +$10.2K 0.01% 657

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

Innovative Asset Advisors Group's ATR Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of AptarGroup (ATR) in Q2 2026, closing a stake of 78 shares — an estimated $9.83K sold.

Innovative Asset Advisors Group first reported a position in ATR in Q1 2026 and held it in 1 quarter. The position peaked at $9.83K in Q1 2026. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining AptarGroup position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 78 AptarGroup shares in Q2 2026, an estimated $9.83K.
  • Innovative Asset Advisors Group first reported a position in AptarGroup in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's AptarGroup position peaked at $9.83K in Q1 2026.
  • 553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.