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Institute for Wealth Management’s AptarGroup ATR Stock Holding History

Institute for 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 		$38.1K Buy
+304
New +$36.9K ﹤0.01% 949
2025
Q4 		– Sell
-1,798
Closed -$240K – 546
2025
Q3 		$240K Buy
1,798
+264
+17% +$38.2K 0.03% 508
2025
Q2 		$240K Buy
+1,534
New +$232K 0.03% 495

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

Institute for Wealth Management's ATR Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in AptarGroup (ATR) in Q2 2026: 304 shares worth $38.1K. The stake represents ﹤0.01% of the portfolio and ranks #949 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in ATR as recently as Q3 2025.

Institute for Wealth Management first reported a position in ATR in Q2 2025 and has held it in 3 quarters since. The position peaked at $240K in Q3 2025. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Institute for Wealth Management held 304 shares of AptarGroup worth $38.1K as of Q2 2026.
  • AptarGroup was a new Institute for Wealth Management position in Q2 2026.
  • AptarGroup made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #949 holding.
  • Institute for Wealth Management first reported a position in AptarGroup in Q2 2025 and has held it in 3 quarters since.
  • Institute for Wealth Management's AptarGroup position peaked at $240K in Q3 2025.
  • 553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.