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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
Q2 		$300K Buy
2,395
+303
+14% +$36.8K ﹤0.01% 1979
2026
Q1 		$264K Buy
+2,092
New +$273K ﹤0.01% 1934

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

Integrated Wealth Concepts's ATR Position: Q2 2026 in Review

Integrated Wealth Concepts increased its AptarGroup (ATR) stake by 14% in Q2 2026, buying an estimated $36.8K and bringing the position to 2,395 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1979.

Integrated Wealth Concepts first reported a position in ATR in Q1 2026 and has held it in 2 quarters since. 556 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Integrated Wealth Concepts held 2,395 shares of AptarGroup worth $300K as of Q2 2026.
  • Integrated Wealth Concepts bought 303 AptarGroup shares in Q2 2026, an estimated $36.8K.
  • AptarGroup made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1979 holding.
  • Integrated Wealth Concepts first reported a position in AptarGroup in Q1 2026 and has held it in 2 quarters since.
  • 556 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.