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Venturi Wealth Management’s AptarGroup ATR Stock Holding History

Venturi Wealth 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 		$251K Buy
+2,002
New +$243K 0.01% 549
2025
Q1 		– Sell
-649
Closed -$102K – 665
2024
Q4 		$102K Buy
649
+13
+2% +$2.17K 0.01% 772
2024
Q3 		$102K Buy
636
+191
+43% +$28.3K 0.01% 566
2024
Q2 		$62.7K Buy
445
+206
+86% +$29.8K ﹤0.01% 609
2024
Q1 		$34.4K Buy
239
+47
+24% +$6.37K ﹤0.01% 591
2023
Q4 		$23.7K Buy
192
+24
+14% +$3.02K ﹤0.01% 653
2023
Q3 		$21K Buy
+168
New +$20.6K ﹤0.01% 616

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

Venturi Wealth Management's ATR Position: Q2 2026 in Review

Venturi Wealth Management opened a new position in AptarGroup (ATR) in Q2 2026: 2,002 shares worth $251K. The stake represents 0.01% of the portfolio and ranks #549 among its holdings. This is a return to the name: Venturi Wealth Management previously reported a position in ATR as recently as Q4 2024.

Venturi Wealth Management first reported a position in ATR in Q3 2023 and has held it in 7 quarters since. 554 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Venturi Wealth Management held 2,002 shares of AptarGroup worth $251K as of Q2 2026.
  • AptarGroup was a new Venturi Wealth Management position in Q2 2026.
  • AptarGroup made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #549 holding.
  • Venturi Wealth Management first reported a position in AptarGroup in Q3 2023 and has held it in 7 quarters since.
  • 554 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.