Oxford Financial Group’s AptarGroup ATR Stock Holding History

Oxford 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	-1,900	Closed	-$239K	–	300
2026 Q1	$239K	Buy	+1,900	New	+$248K	0.01%	231

Other funds holding ATR

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

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

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

Norges Bank Oslo, Norway $1T AUM

WJWM

Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Oxford Financial Group sold out of AptarGroup (ATR) in Q2 2026, closing a stake of 1,900 shares — an estimated $239K sold.

Oxford Financial Group first reported a position in ATR in Q1 2026 and held it in 1 quarter. The position peaked at $239K in Q1 2026. 343 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

Oxford Financial Group reported no remaining AptarGroup position as of Q2 2026 after selling out during the quarter.
Oxford Financial Group sold 1,900 AptarGroup shares in Q2 2026, an estimated $239K.
Oxford Financial Group first reported a position in AptarGroup in Q1 2026 and held it in 1 quarter.
Oxford Financial Group's AptarGroup position peaked at $239K in Q1 2026.
343 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.