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TCI Wealth Advisors’s AptarGroup ATR Stock Holding History

TCI Wealth 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 		$346K Buy
2,760
+9
+0.3% +$1.09K 0.02% 189
2026
Q1 		$347K Sell
2,751
-1
-0% -$130 0.02% 178
2025
Q4 		$336K Buy
2,752
+6
+0.2% +$741 0.02% 179
2025
Q3 		$367K Buy
2,746
+8
+0.3% +$1.16K 0.02% 178
2025
Q2 		$428K Sell
2,738
-26
-0.9% -$3.93K 0.03% 155
2025
Q1 		$410K Buy
2,764
+24
+0.9% +$3.61K 0.03% 145
2024
Q4 		$430K Hold
2,740
– – 0.04% 136
2024
Q3 		$439K Buy
2,740
+7
+0.3% +$1.04K 0.04% 148
2024
Q2 		$385K Buy
2,733
+1
+0% +$145 0.04% 147
2024
Q1 		$393K Hold
2,732
– – 0.04% 141
2023
Q4 		$338K Hold
2,732
– – 0.04% 149
2023
Q3 		$342K Hold
2,732
– – 0.04% 141
2023
Q2 		$317K Hold
2,732
– – 0.04% 147
2023
Q1 		$323K Hold
2,732
– – 0.04% 143
2022
Q4 		$300K Hold
2,732
– – 0.04% 140
2022
Q3 		$260K Buy
2,732
+4
+0.1% +$416 0.04% 136
2022
Q2 		$282K Hold
2,728
– – 0.04% 137
2022
Q1 		$321K Hold
2,728
– – 0.05% 135
2021
Q4 		$334K Hold
2,728
– – 0.05% 128
2021
Q3 		$326K Hold
2,728
– – 0.05% 139
2021
Q2 		$384K Hold
2,728
– – 0.06% 133
2021
Q1 		$386K Hold
2,728
– – 0.16% 118
2020
Q4 		$373K Hold
2,728
– – 0.17% 115
2020
Q3 		$309K Hold
2,728
– – 0.12% 121
2020
Q2 		$305K Sell
2,728
-4
-0.1% -$426 0.13% 110
2020
Q1 		$272K Buy
2,732
+4
+0.1% +$434 0.13% 111
2019
Q4 		$315K Hold
2,728
– – 0.12% 121
2019
Q3 		$323K Sell
2,728
-3
-0.1% -$363 0.14% 109
2019
Q2 		$340K Buy
2,731
+3
+0.1% +$342 0.15% 102
2019
Q1 		$290K Sell
2,728
-4
-0.1% -$400 0.13% 117
2018
Q4 		$257K Buy
2,732
+4
+0.1% +$408 0.12% 122
2018
Q3 		$294K Hold
2,728
– – 0.12% 121
2018
Q2 		$255K Hold
2,728
– – 0.11% 129
2018
Q1 		$245K Hold
2,728
– – 0.11% 129
2017
Q4 		$235K Hold
2,728
– – 0.1% 142
2017
Q3 		$235K Hold
2,728
– – 0.12% 124
2017
Q2 		$237K Hold
2,728
– – 0.12% 121
2017
Q1 		$210K Hold
2,728
– – 0.11% 129
2016
Q4 		$200K Hold
2,728
– – 0.1% 138
2016
Q3 		$211K Hold
2,728
– – 0.11% 128
2016
Q2 		$216K Hold
2,728
– – 0.12% 123
2016
Q1 		$214K Hold
2,728
– – 0.12% 125
2015
Q4 		$198K Hold
2,728
– – 0.11% 134
2015
Q3 		$180K Hold
2,728
– – 0.11% 136
2015
Q2 		$174K Hold
2,728
– – 0.1% 145
2015
Q1 		$173K Hold
2,728
– – 0.11% 126
2014
Q4 		$182K Hold
2,728
– – 0.11% 132
2014
Q3 		$166K Hold
2,728
– – 0.1% 131
2014
Q2 		$183K Hold
2,728
– – 0.11% 129
2014
Q1 		$180K Hold
2,728
– – 0.12% 129
2013
Q4 		$185K Hold
2,728
– – 0.12% 125
2013
Q3 		$164K Hold
2,728
– – 0.12% 119
2013
Q2 		$151K Buy
+2,728
New +$153K 0.11% 127

Other funds holding ATR

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
MPIA
Mountain Pacific Investment Advisers Boise, Idaho $635M AUM 26.7% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CRB
Chad R. Baker $620M AUM 42.67% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

TCI Wealth Advisors's ATR Position: Q2 2026 in Review

TCI Wealth Advisors increased its AptarGroup (ATR) stake by 0.33% in Q2 2026, buying an estimated $1.09K and bringing the position to 2,760 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #189.

TCI Wealth Advisors first reported a position in ATR in Q2 2013 and has held it in 53 quarters since. The position peaked at $439K in Q3 2024. 184 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • TCI Wealth Advisors held 2,760 shares of AptarGroup worth $346K as of Q2 2026.
  • TCI Wealth Advisors bought 9 AptarGroup shares in Q2 2026, an estimated $1.09K.
  • AptarGroup made up 0.02% of TCI Wealth Advisors's portfolio in Q2 2026, its #189 holding.
  • TCI Wealth Advisors first reported a position in AptarGroup in Q2 2013 and has held it in 53 quarters since.
  • TCI Wealth Advisors's AptarGroup position peaked at $439K in Q3 2024.
  • 184 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.