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JFS Wealth Advisors’s AptarGroup ATR Stock Holding History

JFS Wealth Advisors’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 		$5.13K Buy
41
+7
+21% +$850 ﹤0.01% 1260
2026
Q1 		$4.29K Sell
34
-34
-50% -$4.43K ﹤0.01% 1247
2025
Q4 		$8.29K Buy
68
+13
+24% +$1.61K ﹤0.01% 1046
2025
Q3 		$7.35K Sell
55
-1
-2% -$145 ﹤0.01% 988
2025
Q2 		$8.76K Buy
56
+1
+2% +$151 ﹤0.01% 905
2025
Q1 		$8.16K Buy
55
+2
+4% +$301 ﹤0.01% 946
2024
Q4 		$8.33K Hold
53
– – ﹤0.01% 914
2024
Q3 		$8.49K Buy
53
+2
+4% +$296 ﹤0.01% 912
2024
Q2 		$7.18K Hold
51
– – ﹤0.01% 907
2024
Q1 		$7.34K Hold
51
– – ﹤0.01% 927
2023
Q4 		$6.3K Buy
51
+2
+4% +$251 ﹤0.01% 964
2023
Q3 		$6.13K Hold
49
– – ﹤0.01% 908
2023
Q2 		$5.68K Hold
49
– – ﹤0.01% 941
2023
Q1 		$5.79K Buy
49
+9
+23% +$1.02K ﹤0.01% 929
2022
Q4 		$4.4K Buy
40
+5
+14% +$513 ﹤0.01% 1041
2022
Q3 		$3K Buy
35
+12
+52% +$1.25K ﹤0.01% 1137
2022
Q2 		$2K Sell
23
-18
-44% -$1.96K ﹤0.01% 1276
2022
Q1 		$5K Buy
41
+25
+156% +$2.94K ﹤0.01% 1017
2021
Q4 		$2K Buy
+16
New +$1.99K ﹤0.01% 1028

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

JFS Wealth Advisors's ATR Position: Q2 2026 in Review

JFS Wealth Advisors increased its AptarGroup (ATR) stake by 21% in Q2 2026, buying an estimated $850 and bringing the position to 41 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

JFS Wealth Advisors first reported a position in ATR in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.76K in Q2 2025. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • JFS Wealth Advisors held 41 shares of AptarGroup worth $5.13K as of Q2 2026.
  • JFS Wealth Advisors bought 7 AptarGroup shares in Q2 2026, an estimated $850.
  • AptarGroup made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1260 holding.
  • JFS Wealth Advisors first reported a position in AptarGroup in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's AptarGroup position peaked at $8.76K in Q2 2025.
  • 553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.