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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
Q2 		$212K Buy
1,693
+1,248
+280% +$151K 0.01% 829
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
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

Larson Financial Group's ATR Position: Q2 2026 in Review

Larson Financial Group increased its AptarGroup (ATR) stake by 280% in Q2 2026, buying an estimated $151K and bringing the position to 1,693 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #829.

Larson Financial Group first reported a position in ATR in Q3 2022 and has held it in 16 quarters since. 556 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Larson Financial Group held 1,693 shares of AptarGroup worth $212K as of Q2 2026.
  • Larson Financial Group bought 1,248 AptarGroup shares in Q2 2026, an estimated $151K.
  • AptarGroup made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #829 holding.
  • Larson Financial Group first reported a position in AptarGroup in Q3 2022 and has held it in 16 quarters since.
  • 556 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.