Wealth Enhancement Advisory Services
ATR icon

Wealth Enhancement Advisory Services’s AptarGroup ATR Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$3.41M Buy
31,509
+6,307
+25% +$817K 0.01% 1328
2026
Q2 		$2.92M Buy
25,202
+5,335
+27% +$647K ﹤0.01% 1338
2026
Q1 		$2.5M Buy
19,867
+3,025
+18% +$394K 0.01% 1270
2025
Q4 		$2.03M Buy
16,842
+254
+2% +$31.4K ﹤0.01% 1513
2025
Q3 		$2.17M Buy
16,588
+4,897
+42% +$708K ﹤0.01% 1388
2025
Q2 		$1.88M Buy
11,691
+2,176
+23% +$329K ﹤0.01% 1384
2025
Q1 		$1.41M Buy
9,515
+127
+1% +$19.1K ﹤0.01% 1425
2024
Q4 		$1.47M Buy
9,388
+479
+5% +$80K ﹤0.01% 1335
2024
Q3 		$1.43M Buy
8,909
+243
+3% +$36K ﹤0.01% 1218
2024
Q2 		$1.22M Buy
8,666
+233
+3% +$33.7K ﹤0.01% 1185
2024
Q1 		$1.21M Sell
8,433
-7
-0.1% -$948 ﹤0.01% 1149
2023
Q4 		$1.04M Buy
8,440
+1,659
+24% +$209K ﹤0.01% 1158
2023
Q3 		$848K Buy
+6,781
New +$832K ﹤0.01% 1169
2019
Q2 		– Sell
-12,608
Closed -$1.39M – 204
2019
Q1 		$1.39M Buy
+12,608
New +$1.26M 0.08% 106

Other funds holding ATR

Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
Mountain Pacific Investment Advisers
Mountain Pacific Investment Advisers Boise, Idaho $610M AUM 21.66% 1-Year Est. Return
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management Boston, Massachusetts $2.31B AUM 23.57% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Wealth Enhancement Advisory Services's ATR Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its AptarGroup (ATR) stake by 25% in Q3 2026, buying an estimated $817K and bringing the position to 31,509 shares worth $3.41M. The position accounts for 0.01% of the portfolio, ranked #1328.

Wealth Enhancement Advisory Services first reported a position in ATR in Q1 2019 and has held it in 14 quarters since. 166 funds tracked by Wall St. Rank hold ATR as of Q3 2026.

  • Wealth Enhancement Advisory Services held 31,509 shares of AptarGroup worth $3.41M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 6,307 AptarGroup shares in Q3 2026, an estimated $817K.
  • AptarGroup made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1328 holding.
  • Wealth Enhancement Advisory Services first reported a position in AptarGroup in Q1 2019 and has held it in 14 quarters since.
  • 166 funds tracked by Wall St. Rank held AptarGroup as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.