RAFFA WEALTH MANAGEMENT, LLC’s AptarGroup ATR Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$125	Buy	+1	New	+$121	﹤0.01%	1344
2017 Q1	–	Sell	-9	Closed	-$661	–	413
2016 Q4	$661	Hold	9	–	–	﹤0.01%	624
2016 Q3	$697	Hold	9	–	–	﹤0.01%	556
2016 Q2	$712	Hold	9	–	–	﹤0.01%	510
2016 Q1	$706	Hold	9	–	–	﹤0.01%	526
2015 Q4	$654	Hold	9	–	–	﹤0.01%	546
2015 Q3	$594	Hold	9	–	–	﹤0.01%	586
2015 Q2	$574	Hold	9	–	–	﹤0.01%	628
2015 Q1	$572	Hold	9	–	–	﹤0.01%	643
2014 Q4	$602	Hold	9	–	–	﹤0.01%	588
2014 Q3	$546	Buy	+9	New	+$572	﹤0.01%	584
2014 Q1	–	Sell	-9	Closed	-$602	–	306
2013 Q4	$602	Buy	+9	New	+$574	﹤0.01%	588

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

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

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CRB

Chad R. Baker $620M AUM 42.67% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's ATR Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC opened a new position in AptarGroup (ATR) in Q2 2026: 1 share worth $125. The stake represents ﹤0.01% of the portfolio and ranks #1344 among its holdings. This is a return to the name: RAFFA WEALTH MANAGEMENT, LLC previously reported a position in ATR as recently as Q4 2016.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in ATR in Q4 2013 and has held it in 12 quarters since. The position peaked at $712 in Q2 2016. 151 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 1 share of AptarGroup worth $125 as of Q2 2026.
AptarGroup was a new RAFFA WEALTH MANAGEMENT, LLC position in Q2 2026.
AptarGroup made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1344 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in AptarGroup in Q4 2013 and has held it in 12 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's AptarGroup position peaked at $712 in Q2 2016.
151 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.