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Integrated Wealth Concepts’s AptarGroup ATR Stock Holding History

Integrated Wealth Concepts’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
Q1 		$264K Buy
+2,092
New +$273K ﹤0.01% 1934

Other funds holding ATR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Integrated Wealth Concepts's ATR Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in AptarGroup (ATR) in Q1 2026: 2,092 shares worth $264K. The stake represents ﹤0.01% of the portfolio and ranks #1934 among its holdings.

542 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

  • Integrated Wealth Concepts held 2,092 shares of AptarGroup worth $264K as of Q1 2026.
  • AptarGroup was a new Integrated Wealth Concepts position in Q1 2026.
  • AptarGroup made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1934 holding.
  • 542 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.