Root Financial Partners
ATR icon

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
Q3 		$45.7K Buy
+377
New +$48.9K ﹤0.01% 1132
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

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Victory Capital Management
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State Street
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Dimensional Fund Advisors
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Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Root Financial Partners's ATR Position: Q3 2026 in Review

Root Financial Partners opened a new position in AptarGroup (ATR) in Q3 2026: 377 shares worth $45.7K. The stake represents ﹤0.01% of the portfolio and ranks #1132 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ATR as recently as Q1 2026.

Root Financial Partners first reported a position in ATR in Q3 2025 and has held it in 4 quarters since. 449 funds tracked by Wall St. Rank hold ATR as of Q3 2026.

  • Root Financial Partners held 377 shares of AptarGroup worth $45.7K as of Q3 2026.
  • AptarGroup was a new Root Financial Partners position in Q3 2026.
  • AptarGroup made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1132 holding.
  • Root Financial Partners first reported a position in AptarGroup in Q3 2025 and has held it in 4 quarters since.
  • 449 funds tracked by Wall St. Rank held AptarGroup as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.