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Rothschild Investment LLC’s AptarGroup ATR Stock Holding History

Rothschild Investment LLC’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 		$5.76K Sell
46
-708
-94% -$85.9K ﹤0.01% 2197
2026
Q1 		$95K Buy
754
+552
+273% +$71.9K 0.01% 902
2025
Q4 		$24.6K Buy
202
+141
+231% +$17.4K ﹤0.01% 1245
2025
Q3 		$8.15K Buy
61
+55
+917% +$7.95K ﹤0.01% 1519
2025
Q2 		$939 Buy
6
+4
+200% +$604 ﹤0.01% 2508
2025
Q1 		$297 Buy
2
+1
+100% +$151 ﹤0.01% 2766
2024
Q4 		$157 Hold
1
– – ﹤0.01% 2835
2024
Q3 		$160 Buy
+1
New +$148 ﹤0.01% 2748

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's ATR Position: Q2 2026 in Review

Rothschild Investment LLC reduced its AptarGroup (ATR) stake by 94% in Q2 2026, selling an estimated $85.9K and leaving 46 shares worth $5.76K. The position accounts for ﹤0.01% of the portfolio, ranked #2197.

Rothschild Investment LLC first reported a position in ATR in Q3 2024 and has held it in 8 quarters since. The position peaked at $95K in Q1 2026. 556 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Rothschild Investment LLC held 46 shares of AptarGroup worth $5.76K as of Q2 2026.
  • Rothschild Investment LLC sold 708 AptarGroup shares in Q2 2026, an estimated $85.9K.
  • AptarGroup made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2197 holding.
  • Rothschild Investment LLC first reported a position in AptarGroup in Q3 2024 and has held it in 8 quarters since.
  • Rothschild Investment LLC's AptarGroup position peaked at $95K in Q1 2026.
  • 556 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.