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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
Q3 		$343K Sell
2,832
-993
-26% -$129K 0.08% 304
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

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Legacy Wealth Asset Management's ATR Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its AptarGroup (ATR) stake by 26% in Q3 2026, selling an estimated $129K and leaving 2,832 shares worth $343K. The position accounts for 0.08% of the portfolio, ranked #304.

Legacy Wealth Asset Management first reported a position in ATR in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.07M in Q2 2025. 23 funds tracked by Wall St. Rank hold ATR as of Q3 2026.

  • Legacy Wealth Asset Management held 2,832 shares of AptarGroup worth $343K as of Q3 2026.
  • Legacy Wealth Asset Management sold 993 AptarGroup shares in Q3 2026, an estimated $129K.
  • AptarGroup made up 0.08% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #304 holding.
  • Legacy Wealth Asset Management first reported a position in AptarGroup in Q4 2024 and has held it in 8 quarters since.
  • Legacy Wealth Asset Management's AptarGroup position peaked at $1.07M in Q2 2025.
  • 23 funds tracked by Wall St. Rank held AptarGroup as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.