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LRI Investments’s AptarGroup ATR Stock Holding History

LRI Investments’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 		$4.63K Buy
+37
New +$4.49K ﹤0.01% 1156
2025
Q4 		– Sell
-73
Closed -$9.76K – 1355
2025
Q3 		$9.76K Buy
+73
New +$10.6K ﹤0.01% 882

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

LRI Investments's ATR Position: Q2 2026 in Review

LRI Investments opened a new position in AptarGroup (ATR) in Q2 2026: 37 shares worth $4.63K. The stake represents ﹤0.01% of the portfolio and ranks #1156 among its holdings. This is a return to the name: LRI Investments previously reported a position in ATR as recently as Q3 2025.

LRI Investments first reported a position in ATR in Q3 2025 and has held it in 2 quarters since. The position peaked at $9.76K in Q3 2025. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • LRI Investments held 37 shares of AptarGroup worth $4.63K as of Q2 2026.
  • AptarGroup was a new LRI Investments position in Q2 2026.
  • AptarGroup made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1156 holding.
  • LRI Investments first reported a position in AptarGroup in Q3 2025 and has held it in 2 quarters since.
  • LRI Investments's AptarGroup position peaked at $9.76K in Q3 2025.
  • 553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.