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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Okabena Investment Services's ATR Position: Q1 2026 in Review

Okabena Investment Services held its AptarGroup (ATR) position steady in Q1 2026 at 2,750 shares worth $347K. The position accounts for 0.07% of the portfolio, ranked #131.

Okabena Investment Services first reported a position in ATR in Q1 2025 and has held it in 5 quarters since. The position peaked at $430K in Q2 2025. 542 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

  • Okabena Investment Services held 2,750 shares of AptarGroup worth $347K as of Q1 2026.
  • Okabena Investment Services left its AptarGroup share count unchanged in Q1 2026.
  • AptarGroup made up 0.07% of Okabena Investment Services's portfolio in Q1 2026, its #131 holding.
  • Okabena Investment Services first reported a position in AptarGroup in Q1 2025 and has held it in 5 quarters since.
  • Okabena Investment Services's AptarGroup position peaked at $430K in Q2 2025.
  • 542 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on Okabena Investment Services's 13F filing for Q1 2026, filed 15 May 2026.