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Pinnacle Wealth Planning Services’s AptarGroup ATR Stock Holding History

Pinnacle Wealth Planning 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 		$93.8K Buy
744
+122
+20% +$15.9K 0.01% 836
2025
Q4 		$75.9K Buy
+622
New +$76.8K 0.01% 943
2024
Q4 		– Sell
-1,444
Closed -$231K – 406
2024
Q3 		$231K Buy
+1,444
New +$214K 0.03% 406
2021
Q1 		– Sell
-47
Closed -$6K – 471
2020
Q4 		$6K Buy
+47
New +$5.83K ﹤0.01% 1570

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

Pinnacle Wealth Planning Services's ATR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its AptarGroup (ATR) stake by 20% in Q1 2026, buying an estimated $15.9K and bringing the position to 744 shares worth $93.8K. The position accounts for 0.01% of the portfolio, ranked #836.

Pinnacle Wealth Planning Services first reported a position in ATR in Q4 2020 and has held it in 4 quarters since. The position peaked at $231K in Q3 2024. 542 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 744 shares of AptarGroup worth $93.8K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 122 AptarGroup shares in Q1 2026, an estimated $15.9K.
  • AptarGroup made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #836 holding.
  • Pinnacle Wealth Planning Services first reported a position in AptarGroup in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's AptarGroup position peaked at $231K in Q3 2024.
  • 542 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.