Loring Wolcott & Coolidge Fiduciary Advisors’s AptarGroup ATR Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$129K	Buy	1,030 +110	+12%	+$13.3K	﹤0.01%	361
2026 Q1	$121K	Hold	920	–	–	﹤0.01%	361
2025 Q4	$115K	Buy	920 +520	+130%	+$64.2K	﹤0.01%	364
2025 Q3	$52.3K	Hold	400	–	–	﹤0.01%	421
2025 Q2	$62.6K	Hold	400	–	–	﹤0.01%	380
2025 Q1	$59.2K	Hold	400	–	–	﹤0.01%	373
2024 Q4	$63.4K	Sell	400 -4	-1%	-$668	﹤0.01%	375
2024 Q3	$67.3K	Buy	404 +4	+1%	+$593	﹤0.01%	371
2024 Q2	$57.8K	Hold	400	–	–	﹤0.01%	381
2024 Q1	$56.1K	Hold	400	–	–	﹤0.01%	385
2023 Q4	$52K	Hold	400	–	–	﹤0.01%	397
2023 Q3	$49.4K	Hold	400	–	–	﹤0.01%	420
2023 Q2	$46.3K	Hold	400	–	–	﹤0.01%	433
2023 Q1	$47.3K	Hold	400	–	–	﹤0.01%	415
2022 Q4	$44K	Sell	400 -600	-60%	-$61.6K	﹤0.01%	412
2022 Q3	$95K	Hold	1,000	–	–	﹤0.01%	354
2022 Q2	$103K	Buy	1,000 +600	+150%	+$65.4K	﹤0.01%	357
2022 Q1	$47K	Hold	400	–	–	﹤0.01%	448
2021 Q4	$49K	Sell	400 -400	-50%	-$49.8K	﹤0.01%	465
2021 Q3	$95K	Buy	800 +772	+2,757%	+$102K	﹤0.01%	391
2021 Q2	$4K	Buy	+28	New	+$4.13K	﹤0.01%	754
2021 Q1	–	Sell	-30	Closed	-$4K	–	332
2020 Q4	$4K	Sell	30 -678	-96%	-$84.2K	﹤0.01%	701
2020 Q3	$80K	Hold	708	–	–	﹤0.01%	347
2020 Q2	$79K	Sell	708 -125	-15%	-$13.3K	﹤0.01%	333
2020 Q1	$83K	Sell	833 -212	-20%	-$23K	﹤0.01%	315
2019 Q4	$121K	Buy	1,045 +1,037	+12,963%	+$118K	﹤0.01%	325
2019 Q3	$0	Hold	8	–	–	﹤0.01%	679
2019 Q2	$0	Hold	8	–	–	﹤0.01%	710
2019 Q1	$0	Hold	8	–	–	﹤0.01%	704
2018 Q4	$0	Hold	8	–	–	﹤0.01%	693
2018 Q3	$0	Sell	8 -50	-86%	-$5.13K	﹤0.01%	652
2018 Q2	$5K	Hold	58	–	–	﹤0.01%	577
2018 Q1	$5K	Hold	58	–	–	﹤0.01%	621
2017 Q4	$5K	Hold	58	–	–	﹤0.01%	604
2017 Q3	$5K	Buy	58 +8	+16%	+$680	﹤0.01%	591
2017 Q2	$4K	Hold	50	–	–	﹤0.01%	587
2017 Q1	$4K	Hold	50	–	–	﹤0.01%	584
2016 Q4	$4K	Hold	50	–	–	﹤0.01%	569
2016 Q3	$4K	Hold	50	–	–	﹤0.01%	582
2016 Q2	$4K	Sell	50 -50	-50%	-$3.87K	﹤0.01%	597
2016 Q1	$8K	Buy	+100	New	+$7.33K	﹤0.01%	549
2015 Q2	–	Sell	-78	Closed	-$5K	–	611
2015 Q1	$5K	Hold	78	–	–	﹤0.01%	589
2014 Q4	$5K	Sell	78 -39	-33%	-$2.47K	﹤0.01%	596
2014 Q3	$7K	Hold	117	–	–	﹤0.01%	554
2014 Q2	$8K	Sell	117 -225	-66%	-$15K	﹤0.01%	567
2014 Q1	$23K	Buy	342 +67	+24%	+$4.36K	﹤0.01%	481
2013 Q4	$19K	Sell	275 -2,250	-89%	-$144K	﹤0.01%	473
2013 Q3	$152K	Sell	2,525 -77,699	-97%	-$4.6M	﹤0.01%	269
2013 Q2	$4.43M	Buy	+80,224	New	+$4.51M	0.14%	96

Other funds holding ATR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

WJWM

Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cornerstone Capital Palo Alto, California $1.12B AUM 28.84% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ATR Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors increased its AptarGroup (ATR) stake by 12% in Q2 2026, buying an estimated $13.3K and bringing the position to 1,030 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ATR in Q2 2013 and has held it in 49 quarters since. The position peaked at $4.43M in Q2 2013. 284 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 1,030 shares of AptarGroup worth $129K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors bought 110 AptarGroup shares in Q2 2026, an estimated $13.3K.
AptarGroup made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #361 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AptarGroup in Q2 2013 and has held it in 49 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's AptarGroup position peaked at $4.43M in Q2 2013.
284 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.