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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
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

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

Sendero Wealth Management's ATR Position: Q2 2026 in Review

Sendero Wealth Management increased its AptarGroup (ATR) stake by 28% in Q2 2026, buying an estimated $283K and bringing the position to 10,515 shares worth $1.32M. The position accounts for 0.13% of the portfolio, ranked #103.

Sendero Wealth Management first reported a position in ATR in Q1 2023 and has held it in 14 quarters since. 554 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Sendero Wealth Management held 10,515 shares of AptarGroup worth $1.32M as of Q2 2026.
  • Sendero Wealth Management bought 2,328 AptarGroup shares in Q2 2026, an estimated $283K.
  • AptarGroup made up 0.13% of Sendero Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Sendero Wealth Management first reported a position in AptarGroup in Q1 2023 and has held it in 14 quarters since.
  • 554 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.