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Waverly Advisors’s AptarGroup ATR Stock Holding History

Waverly 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 		$3.72M Sell
29,751
-60
-0.2% -$7.28K 0.02% 529
2026
Q1 		$3.76M Buy
29,811
+757
+3% +$98.6K 0.03% 481
2025
Q4 		$3.54M Buy
29,054
+26,058
+870% +$3.22M 0.03% 452
2025
Q3 		$400K Buy
+2,996
New +$433K ﹤0.01% 933

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 $3.38T AUM 44.17% 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

Waverly Advisors's ATR Position: Q2 2026 in Review

Waverly Advisors reduced its AptarGroup (ATR) stake by 0.2% in Q2 2026, selling an estimated $7.28K and leaving 29,751 shares worth $3.72M. The position accounts for 0.02% of the portfolio, ranked #529.

Waverly Advisors first reported a position in ATR in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.76M in Q1 2026. 556 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Waverly Advisors held 29,751 shares of AptarGroup worth $3.72M as of Q2 2026.
  • Waverly Advisors sold 60 AptarGroup shares in Q2 2026, an estimated $7.28K.
  • AptarGroup made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #529 holding.
  • Waverly Advisors first reported a position in AptarGroup in Q3 2025 and has held it in 4 quarters since.
  • Waverly Advisors's AptarGroup position peaked at $3.76M in Q1 2026.
  • 556 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.