Physician Wealth Advisors’s AptarGroup ATR Stock Holding History

Physician Wealth Advisors’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	$2.88K	Buy	23 +19	+475%	+$2.31K	﹤0.01%	1353
2026 Q1	$505	Hold	4	–	–	﹤0.01%	1929
2025 Q4	$488	Buy	+4	New	+$494	﹤0.01%	1895

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

Physician Wealth Advisors's ATR Position: Q2 2026 in Review

Physician Wealth Advisors increased its AptarGroup (ATR) stake by 475% in Q2 2026, buying an estimated $2.31K and bringing the position to 23 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

Physician Wealth Advisors first reported a position in ATR in Q4 2025 and has held it in 3 quarters since. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

Physician Wealth Advisors held 23 shares of AptarGroup worth $2.88K as of Q2 2026.
Physician Wealth Advisors bought 19 AptarGroup shares in Q2 2026, an estimated $2.31K.
AptarGroup made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1353 holding.
Physician Wealth Advisors first reported a position in AptarGroup in Q4 2025 and has held it in 3 quarters since.
553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.