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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
Q2 		$99.3K Buy
793
+49
+7% +$5.95K 0.01% 874
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 $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Pinnacle Wealth Planning Services's ATR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its AptarGroup (ATR) stake by 6.6% in Q2 2026, buying an estimated $5.95K and bringing the position to 793 shares worth $99.3K. The position accounts for 0.01% of the portfolio, ranked #874.

Pinnacle Wealth Planning Services first reported a position in ATR in Q4 2020 and has held it in 5 quarters since. The position peaked at $231K in Q3 2024. 554 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 793 shares of AptarGroup worth $99.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 49 AptarGroup shares in Q2 2026, an estimated $5.95K.
  • AptarGroup made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #874 holding.
  • Pinnacle Wealth Planning Services first reported a position in AptarGroup in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's AptarGroup position peaked at $231K in Q3 2024.
  • 554 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.