Spire Wealth Management’s AptarGroup ATR Stock Holding History

Spire 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	$4.76K	Hold	38	–	–	﹤0.01%	1838
2026 Q1	$4.79K	Hold	38	–	–	﹤0.01%	1856
2025 Q4	$4.63K	Buy	38 +3	+9%	+$371	﹤0.01%	1930
2025 Q3	$4.68K	Hold	35	–	–	﹤0.01%	1973
2025 Q2	$5.47K	Sell	35 -7	-17%	-$1.06K	﹤0.01%	1916
2025 Q1	$6.23K	Buy	+42	New	+$6.32K	﹤0.01%	1995
2021 Q2	–	Sell	-100	Closed	-$14K	–	2595
2021 Q1	$14K	Buy	+100	New	+$13.8K	﹤0.01%	2288

Other funds holding ATR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Spire Wealth Management held its AptarGroup (ATR) position steady in Q2 2026 at 38 shares worth $4.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1838.

Spire Wealth Management first reported a position in ATR in Q1 2021 and has held it in 7 quarters since. The position peaked at $14K in Q1 2021. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

Spire Wealth Management held 38 shares of AptarGroup worth $4.76K as of Q2 2026.
Spire Wealth Management left its AptarGroup share count unchanged in Q2 2026.
AptarGroup made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1838 holding.
Spire Wealth Management first reported a position in AptarGroup in Q1 2021 and has held it in 7 quarters since.
Spire Wealth Management's AptarGroup position peaked at $14K in Q1 2021.
553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.