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Sequoia Financial Advisors’s AptarGroup ATR Stock Holding History

Sequoia Financial Advisors’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 		– Sell
-3,317
Closed -$418K – 2173
2026
Q1 		$418K Sell
3,317
-846
-20% -$110K ﹤0.01% 1380
2025
Q4 		$508K Buy
+4,163
New +$514K ﹤0.01% 1273
2025
Q3 		– Sell
-2,493
Closed -$390K – 1748
2025
Q2 		$390K Buy
+2,493
New +$377K ﹤0.01% 1122

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

Sequoia Financial Advisors's ATR Position: Q2 2026 in Review

Sequoia Financial Advisors sold out of AptarGroup (ATR) in Q2 2026, closing a stake of 3,317 shares — an estimated $418K sold.

Sequoia Financial Advisors first reported a position in ATR in Q2 2025 and held it in 3 quarters. The position peaked at $508K in Q4 2025. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Sequoia Financial Advisors reported no remaining AptarGroup position as of Q2 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 3,317 AptarGroup shares in Q2 2026, an estimated $418K.
  • Sequoia Financial Advisors first reported a position in AptarGroup in Q2 2025 and held it in 3 quarters.
  • Sequoia Financial Advisors's AptarGroup position peaked at $508K in Q4 2025.
  • 553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.