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Okabena Investment Services’s AptarGroup ATR Stock Holding History

Okabena Investment Services’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 		$282K Sell
2,250
-500
-18% -$60.7K 0.05% 132
2026
Q1 		$347K Hold
2,750
– – 0.07% 131
2025
Q4 		$335K Hold
2,750
– – 0.06% 130
2025
Q3 		$368K Hold
2,750
– – 0.07% 125
2025
Q2 		$430K Hold
2,750
– – 0.1% 109
2025
Q1 		$408K Buy
+2,750
New +$414K 0.1% 106

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 $3.38T AUM 44.17% 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

Okabena Investment Services's ATR Position: Q2 2026 in Review

Okabena Investment Services reduced its AptarGroup (ATR) stake by 18% in Q2 2026, selling an estimated $60.7K and leaving 2,250 shares worth $282K. The position accounts for 0.05% of the portfolio, ranked #132.

Okabena Investment Services first reported a position in ATR in Q1 2025 and has held it in 6 quarters since. The position peaked at $430K in Q2 2025. 556 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Okabena Investment Services held 2,250 shares of AptarGroup worth $282K as of Q2 2026.
  • Okabena Investment Services sold 500 AptarGroup shares in Q2 2026, an estimated $60.7K.
  • AptarGroup made up 0.05% of Okabena Investment Services's portfolio in Q2 2026, its #132 holding.
  • Okabena Investment Services first reported a position in AptarGroup in Q1 2025 and has held it in 6 quarters since.
  • Okabena Investment Services's AptarGroup position peaked at $430K in Q2 2025.
  • 556 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.