MWM
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Mosley Wealth Management’s AptarGroup ATR Stock Holding History

Mosley Wealth 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
Q2 		$339K Buy
+2,709
New +$329K 0.11% 126

Other funds holding ATR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CC
Cornerstone Capital Palo Alto, California $1.12B AUM 28.84% 1-Year Est. Return

Mosley Wealth Management's ATR Position: Q2 2026 in Review

Mosley Wealth Management opened a new position in AptarGroup (ATR) in Q2 2026: 2,709 shares worth $339K. The stake represents 0.11% of the portfolio and ranks #126 among its holdings.

271 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Mosley Wealth Management held 2,709 shares of AptarGroup worth $339K as of Q2 2026.
  • AptarGroup was a new Mosley Wealth Management position in Q2 2026.
  • AptarGroup made up 0.11% of Mosley Wealth Management's portfolio in Q2 2026, its #126 holding.
  • 271 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.