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Legacy Wealth Asset Management’s AptarGroup ATR Stock Holding History

Legacy Wealth Asset Management’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 		$479K Sell
3,825
-1,136
-23% -$138K 0.11% 273
2026
Q1 		$625K Buy
4,961
+679
+16% +$88.5K 0.15% 224
2025
Q4 		$522K Sell
4,282
-731
-15% -$90.3K 0.13% 252
2025
Q3 		$670K Sell
5,013
-1,798
-26% -$260K 0.16% 202
2025
Q2 		$1.07M Buy
6,811
+500
+8% +$75.5K 0.27% 97
2025
Q1 		$936K Buy
6,311
+847
+16% +$128K 0.26% 95
2024
Q4 		$858K Buy
+5,464
New +$912K 0.23% 112

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

Legacy Wealth Asset Management's ATR Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its AptarGroup (ATR) stake by 23% in Q2 2026, selling an estimated $138K and leaving 3,825 shares worth $479K. The position accounts for 0.11% of the portfolio, ranked #273.

Legacy Wealth Asset Management first reported a position in ATR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.07M in Q2 2025. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Legacy Wealth Asset Management held 3,825 shares of AptarGroup worth $479K as of Q2 2026.
  • Legacy Wealth Asset Management sold 1,136 AptarGroup shares in Q2 2026, an estimated $138K.
  • AptarGroup made up 0.11% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #273 holding.
  • Legacy Wealth Asset Management first reported a position in AptarGroup in Q4 2024 and has held it in 7 quarters since.
  • Legacy Wealth Asset Management's AptarGroup position peaked at $1.07M in Q2 2025.
  • 553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.