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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
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 $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

Waverly Advisors's ATR Position: Q1 2026 in Review

Waverly Advisors increased its AptarGroup (ATR) stake by 2.6% in Q1 2026, buying an estimated $98.6K and bringing the position to 29,811 shares worth $3.76M. The position accounts for 0.03% of the portfolio, ranked #481.

Waverly Advisors first reported a position in ATR in Q3 2025 and has held it in 3 quarters since. 542 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

  • Waverly Advisors held 29,811 shares of AptarGroup worth $3.76M as of Q1 2026.
  • Waverly Advisors bought 757 AptarGroup shares in Q1 2026, an estimated $98.6K.
  • AptarGroup made up 0.03% of Waverly Advisors's portfolio in Q1 2026, its #481 holding.
  • Waverly Advisors first reported a position in AptarGroup in Q3 2025 and has held it in 3 quarters since.
  • 542 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.