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Measured Wealth Private Client Group’s AptarGroup ATR Stock Holding History

Measured Wealth Private Client Group’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 		$25.5K Buy
204
+36
+21% +$4.37K 0.01% 446
2026
Q1 		$21.2K Sell
168
-19
-10% -$2.48K 0.01% 460
2025
Q4 		$22.8K Sell
187
-52
-22% -$6.42K 0.01% 448
2025
Q3 		$31.9K Buy
+239
New +$34.6K 0.01% 378

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

Measured Wealth Private Client Group's ATR Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its AptarGroup (ATR) stake by 21% in Q2 2026, buying an estimated $4.37K and bringing the position to 204 shares worth $25.5K. The position accounts for 0.01% of the portfolio, ranked #446.

Measured Wealth Private Client Group first reported a position in ATR in Q3 2025 and has held it in 4 quarters since. The position peaked at $31.9K in Q3 2025. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Measured Wealth Private Client Group held 204 shares of AptarGroup worth $25.5K as of Q2 2026.
  • Measured Wealth Private Client Group bought 36 AptarGroup shares in Q2 2026, an estimated $4.37K.
  • AptarGroup made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #446 holding.
  • Measured Wealth Private Client Group first reported a position in AptarGroup in Q3 2025 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's AptarGroup position peaked at $31.9K in Q3 2025.
  • 553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.