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Twin Peaks Wealth Advisors’s AptarGroup ATR Stock Holding History

Twin Peaks 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
Q1 		$18K Buy
+143
New +$18.6K ﹤0.01% 764
2025
Q3 		– Sell
-22
Closed -$3.07K – 318
2025
Q2 		$3.07K Buy
+22
New +$3.32K ﹤0.01% 1499

Other funds holding ATR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Twin Peaks Wealth Advisors's ATR Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in AptarGroup (ATR) in Q1 2026: 143 shares worth $18K. The stake represents ﹤0.01% of the portfolio and ranks #764 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in ATR as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in ATR in Q2 2025 and has held it in 2 quarters since. 542 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

  • Twin Peaks Wealth Advisors held 143 shares of AptarGroup worth $18K as of Q1 2026.
  • AptarGroup was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • AptarGroup made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #764 holding.
  • Twin Peaks Wealth Advisors first reported a position in AptarGroup in Q2 2025 and has held it in 2 quarters since.
  • 542 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.