True Wealth Design’s AptarGroup ATR Stock Holding History

True Wealth Design’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	$49.7K	Buy	397 +178	+81%	+$21.6K	0.01%	490
2026 Q1	$27.6K	Buy	219 +208	+1,891%	+$27.1K	0.01%	591
2025 Q4	$1.34K	Sell	11 -50	-82%	-$6.18K	﹤0.01%	1596
2025 Q3	$8.15K	Buy	61 +37	+154%	+$5.35K	﹤0.01%	907
2025 Q2	$3.75K	Buy	24 +5	+26%	+$755	﹤0.01%	923
2025 Q1	$2.82K	Buy	19 +6	+46%	+$903	﹤0.01%	888
2024 Q4	$2.04K	Buy	13 +1	+8%	+$167	﹤0.01%	727
2024 Q3	$1.92K	Buy	12 +7	+140%	+$1.04K	﹤0.01%	807
2024 Q2	$705	Hold	5	–	–	﹤0.01%	591
2024 Q1	$720	Buy	5 +2	+67%	+$271	﹤0.01%	539
2023 Q4	$371	Hold	3	–	–	﹤0.01%	556
2023 Q3	$376	Hold	3	–	–	﹤0.01%	495
2023 Q2	$348	Buy	3 +1	+50%	+$117	﹤0.01%	544
2023 Q1	$237	Hold	2	–	–	﹤0.01%	702
2022 Q4	$220	Buy	+2	New	+$205	﹤0.01%	646

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

True Wealth Design's ATR Position: Q2 2026 in Review

True Wealth Design increased its AptarGroup (ATR) stake by 81% in Q2 2026, buying an estimated $21.6K and bringing the position to 397 shares worth $49.7K. The position accounts for 0.01% of the portfolio, ranked #490.

True Wealth Design first reported a position in ATR in Q4 2022 and has held it in 15 quarters since. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

True Wealth Design held 397 shares of AptarGroup worth $49.7K as of Q2 2026.
True Wealth Design bought 178 AptarGroup shares in Q2 2026, an estimated $21.6K.
AptarGroup made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #490 holding.
True Wealth Design first reported a position in AptarGroup in Q4 2022 and has held it in 15 quarters since.
553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.