Phillips Wealth Planners’s AptarGroup ATR Stock Holding History

Phillips Wealth Planners’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	$225K	Hold	1,762	–	–	0.17%	200
2026 Q1	$211K	Buy	+1,762	New	+$230K	0.16%	203

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

Phillips Wealth Planners's ATR Position: Q2 2026 in Review

Phillips Wealth Planners held its AptarGroup (ATR) position steady in Q2 2026 at 1,762 shares worth $225K. The position accounts for 0.17% of the portfolio, ranked #200.

Phillips Wealth Planners 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.

Phillips Wealth Planners held 1,762 shares of AptarGroup worth $225K as of Q2 2026.
Phillips Wealth Planners left its AptarGroup share count unchanged in Q2 2026.
AptarGroup made up 0.17% of Phillips Wealth Planners's portfolio in Q2 2026, its #200 holding.
Phillips Wealth Planners 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 Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.