Principia Wealth Advisory’s AptarGroup ATR Stock Holding History

Principia Wealth Advisory’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	$3K	Buy	24 +18	+300%	+$2.19K	﹤0.01%	485
2026 Q1	$756	Sell	6 -6	-50%	-$782	﹤0.01%	771
2025 Q4	$1.46K	Buy	+12	New	+$1.48K	﹤0.01%	552
2025 Q3	–	Sell	-1	Closed	-$156	–	971
2025 Q2	$156	Hold	1	–	–	﹤0.01%	898
2025 Q1	$144	Sell	1 -2	-67%	-$301	﹤0.01%	796
2024 Q4	$471	Buy	+3	New	+$501	﹤0.01%	562

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

Principia Wealth Advisory's ATR Position: Q2 2026 in Review

Principia Wealth Advisory increased its AptarGroup (ATR) stake by 300% in Q2 2026, buying an estimated $2.19K and bringing the position to 24 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Principia Wealth Advisory first reported a position in ATR in Q4 2024 and has held it in 6 quarters since. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

Principia Wealth Advisory held 24 shares of AptarGroup worth $3K as of Q2 2026.
Principia Wealth Advisory bought 18 AptarGroup shares in Q2 2026, an estimated $2.19K.
AptarGroup made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #485 holding.
Principia Wealth Advisory first reported a position in AptarGroup in Q4 2024 and has held it in 6 quarters since.
553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.