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Merit Financial Group’s AptarGroup ATR Stock Holding History

Merit Financial 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 		– Sell
-2,568
Closed -$324K – 2369
2026
Q1 		$324K Buy
2,568
+897
+54% +$117K ﹤0.01% 1612
2025
Q4 		$204K Buy
+1,671
New +$206K ﹤0.01% 1808

Other funds holding ATR

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
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CRB
Chad R. Baker $620M AUM 42.67% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Merit Financial Group's ATR Position: Q2 2026 in Review

Merit Financial Group sold out of AptarGroup (ATR) in Q2 2026, closing a stake of 2,568 shares — an estimated $324K sold.

Merit Financial Group first reported a position in ATR in Q4 2025 and held it in 2 quarters. The position peaked at $324K in Q1 2026. 167 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Merit Financial Group reported no remaining AptarGroup position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 2,568 AptarGroup shares in Q2 2026, an estimated $324K.
  • Merit Financial Group first reported a position in AptarGroup in Q4 2025 and held it in 2 quarters.
  • Merit Financial Group's AptarGroup position peaked at $324K in Q1 2026.
  • 167 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.