Larson Financial Group’s AptarGroup ATR Stock Holding History

Larson Financial Group’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	$56.1K	Buy	445 +427	+2,372%	+$55.6K	﹤0.01%	1298
2025 Q4	$2.19K	Sell	18 -153	-89%	-$18.9K	﹤0.01%	2759
2025 Q3	$22.9K	Buy	171 +122	+249%	+$17.6K	﹤0.01%	1563
2025 Q2	$7.67K	Sell	49 -2	-4%	-$302	﹤0.01%	1930
2025 Q1	$7.57K	Sell	51 -38	-43%	-$5.72K	﹤0.01%	1741
2024 Q4	$14K	Buy	89 +29	+48%	+$4.84K	﹤0.01%	1363
2024 Q3	$9.61K	Hold	60	–	–	﹤0.01%	1495
2024 Q2	$8.45K	Hold	60	–	–	﹤0.01%	1309
2024 Q1	$8.63K	Sell	60 -26	-30%	-$3.52K	﹤0.01%	1083
2023 Q4	$10.6K	Hold	86	–	–	﹤0.01%	1000
2023 Q3	$10.8K	Hold	86	–	–	﹤0.01%	968
2023 Q2	$9.96K	Hold	86	–	–	﹤0.01%	931
2023 Q1	$10.2K	Hold	86	–	–	﹤0.01%	922
2022 Q4	$9.46K	Hold	86	–	–	﹤0.01%	875
2022 Q3	$8K	Buy	+86	New	+$8.95K	﹤0.01%	833

Other funds holding ATR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Larson Financial Group's ATR Position: Q1 2026 in Review

Larson Financial Group increased its AptarGroup (ATR) stake by 2,372% in Q1 2026, buying an estimated $55.6K and bringing the position to 445 shares worth $56.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Larson Financial Group first reported a position in ATR in Q3 2022 and has held it in 15 quarters since. 542 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

Larson Financial Group held 445 shares of AptarGroup worth $56.1K as of Q1 2026.
Larson Financial Group bought 427 AptarGroup shares in Q1 2026, an estimated $55.6K.
AptarGroup made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1298 holding.
Larson Financial Group first reported a position in AptarGroup in Q3 2022 and has held it in 15 quarters since.
542 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.