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Private Wealth Management Group’s AptarGroup ATR Stock Holding History

Private Wealth Management Group’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 		$6.39K Buy
51
+17
+50% +$2.06K ﹤0.01% 749
2026
Q1 		$4.29K Hold
34
– – ﹤0.01% 831
2025
Q4 		$4.15K Buy
34
+2
+6% +$247 ﹤0.01% 848
2025
Q3 		$4.28K Hold
32
– – ﹤0.01% 851
2025
Q2 		$5.01K Hold
32
– – ﹤0.01% 759
2025
Q1 		$4.75K Hold
32
– – ﹤0.01% 749
2024
Q4 		$5.03K Hold
32
– – ﹤0.01% 741
2024
Q3 		$5.13K Hold
32
– – ﹤0.01% 726
2024
Q2 		$4.51K Hold
32
– – ﹤0.01% 743
2024
Q1 		$4.61K Hold
32
– – ﹤0.01% 644
2023
Q4 		$3.96K Buy
+32
New +$4.02K ﹤0.01% 712

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

Private Wealth Management Group's ATR Position: Q2 2026 in Review

Private Wealth Management Group increased its AptarGroup (ATR) stake by 50% in Q2 2026, buying an estimated $2.06K and bringing the position to 51 shares worth $6.39K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Private Wealth Management Group first reported a position in ATR in Q4 2023 and has held it in 11 quarters since. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Private Wealth Management Group held 51 shares of AptarGroup worth $6.39K as of Q2 2026.
  • Private Wealth Management Group bought 17 AptarGroup shares in Q2 2026, an estimated $2.06K.
  • AptarGroup made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #749 holding.
  • Private Wealth Management Group first reported a position in AptarGroup in Q4 2023 and has held it in 11 quarters since.
  • 553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.