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Root Financial Partners’s AptarGroup ATR Stock Holding History

Root Financial Partners’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 		– Sell
-301
Closed -$37.9K – 628
2026
Q1 		$37.9K Buy
301
+164
+120% +$21.4K ﹤0.01% 1002
2025
Q4 		$16.7K Buy
137
+12
+10% +$1.48K ﹤0.01% 1268
2025
Q3 		$16.7K Buy
+125
New +$18.1K ﹤0.01% 1207

Other funds holding ATR

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CRB
Chad R. Baker $620M AUM 42.67% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Root Financial Partners's ATR Position: Q2 2026 in Review

Root Financial Partners sold out of AptarGroup (ATR) in Q2 2026, closing a stake of 301 shares — an estimated $37.9K sold.

Root Financial Partners first reported a position in ATR in Q3 2025 and held it in 3 quarters. The position peaked at $37.9K in Q1 2026. 168 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Root Financial Partners reported no remaining AptarGroup position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 301 AptarGroup shares in Q2 2026, an estimated $37.9K.
  • Root Financial Partners first reported a position in AptarGroup in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's AptarGroup position peaked at $37.9K in Q1 2026.
  • 168 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.