Sendero Wealth Management’s AptarGroup ATR Stock Holding History

Sendero Wealth Management’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	$1.27M	Hold	10,515	–	–	0.13%	104
2026 Q2	$1.32M	Buy	10,515 +2,328	+28%	+$283K	0.13%	103
2026 Q1	$1.03M	Buy	8,187 +2	+0%	+$261	0.11%	103
2025 Q4	$998K	Buy	8,185 +1,049	+15%	+$130K	0.11%	106
2025 Q3	$954K	Buy	7,136 +2,496	+54%	+$361K	0.11%	105
2025 Q2	$726K	Hold	4,640	–	–	0.09%	123
2025 Q1	$688K	Buy	4,640 +1,861	+67%	+$280K	0.1%	123
2024 Q4	$437K	Hold	2,779	–	–	0.07%	137
2024 Q3	$445K	Hold	2,779	–	–	0.07%	130
2024 Q2	$391K	Hold	2,779	–	–	0.07%	130
2024 Q1	$400K	Hold	2,779	–	–	0.07%	132
2023 Q4	$344K	Buy	2,779 +210	+8%	+$26.4K	0.06%	134
2023 Q3	$321K	Buy	2,569 +425	+20%	+$52.1K	0.07%	131
2023 Q2	$248K	Buy	2,144 +312	+17%	+$36.6K	0.05%	141
2023 Q1	$217K	Buy	+1,832	New	+$208K	0.07%	98

Other funds holding ATR

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

LJHT

Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return

Sendero Wealth Management's ATR Position: Q3 2026 in Review

Sendero Wealth Management held its AptarGroup (ATR) position steady in Q3 2026 at 10,515 shares worth $1.27M. The position accounts for 0.13% of the portfolio, ranked #104.

Sendero Wealth Management first reported a position in ATR in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.32M in Q2 2026. 96 funds tracked by Wall St. Rank hold ATR as of Q3 2026.

Sendero Wealth Management held 10,515 shares of AptarGroup worth $1.27M as of Q3 2026.
Sendero Wealth Management left its AptarGroup share count unchanged in Q3 2026.
AptarGroup made up 0.13% of Sendero Wealth Management's portfolio in Q3 2026, its #104 holding.
Sendero Wealth Management first reported a position in AptarGroup in Q1 2023 and has held it in 15 quarters since.
Sendero Wealth Management's AptarGroup position peaked at $1.32M in Q2 2026.
96 funds tracked by Wall St. Rank held AptarGroup as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.