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United Capital Financial Advisors’s AptarGroup ATR Stock Holding History

United Capital Financial 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 		– Sell
-2,484
Closed -$313K – 1630
2026
Q1 		$313K Buy
+2,484
New +$324K ﹤0.01% 1329
2020
Q2 		– Sell
-2,052
Closed -$204K – 1190
2020
Q1 		$204K Sell
2,052
-2,268
-53% -$246K ﹤0.01% 1065
2019
Q4 		$499K Buy
+4,320
New +$491K ﹤0.01% 989

Other funds holding ATR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

United Capital Financial Advisors's ATR Position: Q2 2026 in Review

United Capital Financial Advisors sold out of AptarGroup (ATR) in Q2 2026, closing a stake of 2,484 shares — an estimated $313K sold.

United Capital Financial Advisors first reported a position in ATR in Q4 2019 and held it in 3 quarters. The position peaked at $499K in Q4 2019. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • United Capital Financial Advisors reported no remaining AptarGroup position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 2,484 AptarGroup shares in Q2 2026, an estimated $313K.
  • United Capital Financial Advisors first reported a position in AptarGroup in Q4 2019 and held it in 3 quarters.
  • United Capital Financial Advisors's AptarGroup position peaked at $499K in Q4 2019.
  • 553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.