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RWA Wealth Partners’s AptarGroup ATR Stock Holding History

RWA Wealth 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 		$243K Hold
1,941
– – ﹤0.01% 600
2026
Q1 		$245K Sell
1,941
-985
-34% -$128K ﹤0.01% 579
2025
Q4 		$357K Buy
2,926
+385
+15% +$47.6K ﹤0.01% 491
2025
Q3 		$340K Hold
2,541
– – ﹤0.01% 507
2025
Q2 		$397K Buy
2,541
+18
+0.7% +$2.72K 0.01% 462
2025
Q1 		$374K Hold
2,523
– – ﹤0.01% 443
2024
Q4 		$396K Sell
2,523
-30
-1% -$5.01K ﹤0.01% 447
2024
Q3 		$409K Sell
2,553
-140
-5% -$20.7K 0.01% 428
2024
Q2 		$379K Hold
2,693
– – 0.01% 423
2024
Q1 		$387K Buy
2,693
+250
+10% +$33.9K 0.01% 424
2023
Q4 		$302K Buy
+2,443
New +$307K ﹤0.01% 439

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

RWA Wealth Partners's ATR Position: Q2 2026 in Review

RWA Wealth Partners held its AptarGroup (ATR) position steady in Q2 2026 at 1,941 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

RWA Wealth Partners first reported a position in ATR in Q4 2023 and has held it in 11 quarters since. The position peaked at $409K in Q3 2024. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • RWA Wealth Partners held 1,941 shares of AptarGroup worth $243K as of Q2 2026.
  • RWA Wealth Partners left its AptarGroup share count unchanged in Q2 2026.
  • AptarGroup made up ﹤0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #600 holding.
  • RWA Wealth Partners first reported a position in AptarGroup in Q4 2023 and has held it in 11 quarters since.
  • RWA Wealth Partners's AptarGroup position peaked at $409K in Q3 2024.
  • 553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.