JSW
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Journey Strategic Wealth’s AptarGroup ATR Stock Holding History

Journey Strategic Wealth’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 		$252K Buy
2,003
+268
+15% +$34.9K 0.01% 644
2025
Q4 		$212K Buy
+1,735
New +$214K 0.01% 690
2025
Q3 		– Sell
-1,398
Closed -$219K – 712
2025
Q2 		$219K Buy
+1,398
New +$211K 0.01% 581

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 $13.1B AUM 24.63% 1-Year Est. Return

Journey Strategic Wealth's ATR Position: Q1 2026 in Review

Journey Strategic Wealth increased its AptarGroup (ATR) stake by 15% in Q1 2026, buying an estimated $34.9K and bringing the position to 2,003 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #644.

Journey Strategic Wealth first reported a position in ATR in Q2 2025 and has held it in 3 quarters since. 542 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

  • Journey Strategic Wealth held 2,003 shares of AptarGroup worth $252K as of Q1 2026.
  • Journey Strategic Wealth bought 268 AptarGroup shares in Q1 2026, an estimated $34.9K.
  • AptarGroup made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #644 holding.
  • Journey Strategic Wealth first reported a position in AptarGroup in Q2 2025 and has held it in 3 quarters since.
  • 542 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.