Legacy Advisory Services
ATR icon

Legacy Advisory Services’s AptarGroup ATR Stock Holding History

Legacy Advisory Services’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
Q3 		– Sell
-1,637
Closed -$205K – 81
2026
Q2 		$205K Buy
+1,637
New +$199K 0.14% 53

Other funds holding ATR

Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return

Legacy Advisory Services's ATR Position: Q3 2026 in Review

Legacy Advisory Services sold out of AptarGroup (ATR) in Q3 2026, closing a stake of 1,637 shares — an estimated $205K sold.

Legacy Advisory Services first reported a position in ATR in Q2 2026 and held it in 1 quarter. The position peaked at $205K in Q2 2026. 130 funds tracked by Wall St. Rank hold ATR as of Q3 2026.

  • Legacy Advisory Services reported no remaining AptarGroup position as of Q3 2026 after selling out during the quarter.
  • Legacy Advisory Services sold 1,637 AptarGroup shares in Q3 2026, an estimated $205K.
  • Legacy Advisory Services first reported a position in AptarGroup in Q2 2026 and held it in 1 quarter.
  • Legacy Advisory Services's AptarGroup position peaked at $205K in Q2 2026.
  • 130 funds tracked by Wall St. Rank held AptarGroup as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.