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Intentional Wealth Strategies’s AptarGroup ATR Stock Holding History

Intentional Wealth Strategies’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
-2
Closed -$252 – 134
2026
Q1 		$252 Buy
+2
New +$261 ﹤0.01% 930

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

Intentional Wealth Strategies's ATR Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of AptarGroup (ATR) in Q2 2026, closing a stake of 2 shares — an estimated $252 sold.

Intentional Wealth Strategies first reported a position in ATR in Q1 2026 and held it in 1 quarter. The position peaked at $252 in Q1 2026. 525 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining AptarGroup position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 2 AptarGroup shares in Q2 2026, an estimated $252.
  • Intentional Wealth Strategies first reported a position in AptarGroup in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's AptarGroup position peaked at $252 in Q1 2026.
  • 525 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

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