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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Sendero Wealth Management's ATR Position: Q1 2026 in Review

Sendero Wealth Management increased its AptarGroup (ATR) stake by 0.02% in Q1 2026, buying an estimated $261 and bringing the position to 8,187 shares worth $1.03M. The position accounts for 0.11% of the portfolio, ranked #103.

Sendero Wealth Management first reported a position in ATR in Q1 2023 and has held it in 13 quarters since. 542 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

Sendero Wealth Management held 8,187 shares of AptarGroup worth $1.03M as of Q1 2026.
Sendero Wealth Management bought 2 AptarGroup shares in Q1 2026, an estimated $261.
AptarGroup made up 0.11% of Sendero Wealth Management's portfolio in Q1 2026, its #103 holding.
Sendero Wealth Management first reported a position in AptarGroup in Q1 2023 and has held it in 13 quarters since.
542 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.