NWAM LLC’s AptarGroup ATR Stock Holding History

NWAM LLC’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	$1.15M	Buy	9,167 +2,313	+34%	+$281K	0.06%	308
2026 Q1	$864K	Buy	+6,854	New	+$893K	0.05%	313

Other funds holding ATR

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

NWAM LLC's ATR Position: Q2 2026 in Review

NWAM LLC increased its AptarGroup (ATR) stake by 34% in Q2 2026, buying an estimated $281K and bringing the position to 9,167 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #308.

NWAM LLC first reported a position in ATR in Q1 2026 and has held it in 2 quarters since. 554 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

NWAM LLC held 9,167 shares of AptarGroup worth $1.15M as of Q2 2026.
NWAM LLC bought 2,313 AptarGroup shares in Q2 2026, an estimated $281K.
AptarGroup made up 0.06% of NWAM LLC's portfolio in Q2 2026, its #308 holding.
NWAM LLC first reported a position in AptarGroup in Q1 2026 and has held it in 2 quarters since.
554 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.