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TFC Financial Management’s AptarGroup ATR Stock Holding History

TFC Financial 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 		$156K Sell
1,245
-58
-4% -$7.04K 0.02% 165
2026
Q1 		$164K Hold
1,303
– – 0.02% 142
2025
Q4 		$159K Hold
1,303
– – 0.02% 149
2025
Q3 		$174K Hold
1,303
– – 0.02% 138
2025
Q2 		$204K Sell
1,303
-1
-0.1% -$151 0.03% 127
2025
Q1 		$193K Sell
1,304
-16
-1% -$2.41K 0.03% 121
2024
Q4 		$207K Sell
1,320
-50
-4% -$8.35K 0.03% 125
2024
Q3 		$219K Buy
1,370
+45
+3% +$6.67K 0.03% 121
2024
Q2 		$187K Sell
1,325
-1
-0.1% -$145 0.03% 126
2024
Q1 		$191K Buy
1,326
+1
+0.1% +$135 0.03% 120
2023
Q4 		$164K Sell
1,325
-265
-17% -$33.3K 0.03% 130
2023
Q3 		$199K Hold
1,590
– – 0.05% 111
2023
Q2 		$184K Sell
1,590
-351
-18% -$41.1K 0.05% 118
2023
Q1 		$229K Hold
1,941
– – 0.06% 93
2022
Q4 		$213K Buy
1,941
+6
+0.3% +$616 0.06% 92
2022
Q3 		$184K Sell
1,935
-979
-34% -$102K 0.06% 93
2022
Q2 		$301K Buy
2,914
+835
+40% +$91.1K 0.09% 76
2022
Q1 		$244K Buy
2,079
+290
+16% +$34.1K 0.07% 83
2021
Q4 		$219K Buy
1,789
+400
+29% +$49.8K 0.07% 98
2021
Q3 		$166K Buy
1,389
+170
+14% +$22.4K 0.06% 112
2021
Q2 		$172K Buy
1,219
+48
+4% +$7.08K 0.06% 107
2021
Q1 		$166K Sell
1,171
-200
-15% -$27.6K 0.07% 100
2020
Q4 		$188K Sell
1,371
-44
-3% -$5.46K 0.08% 87
2020
Q3 		$160K Buy
+1,415
New +$166K 0.08% 85

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CC
Cornerstone Capital Palo Alto, California $1.12B AUM 28.84% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TFC Financial Management's ATR Position: Q2 2026 in Review

TFC Financial Management reduced its AptarGroup (ATR) stake by 4.5% in Q2 2026, selling an estimated $7.04K and leaving 1,245 shares worth $156K. The position accounts for 0.02% of the portfolio, ranked #165.

TFC Financial Management first reported a position in ATR in Q3 2020 and has held it in 24 quarters since. The position peaked at $301K in Q2 2022. 211 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • TFC Financial Management held 1,245 shares of AptarGroup worth $156K as of Q2 2026.
  • TFC Financial Management sold 58 AptarGroup shares in Q2 2026, an estimated $7.04K.
  • AptarGroup made up 0.02% of TFC Financial Management's portfolio in Q2 2026, its #165 holding.
  • TFC Financial Management first reported a position in AptarGroup in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's AptarGroup position peaked at $301K in Q2 2022.
  • 211 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.