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
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

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Handelsbanken Fonder
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
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
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $322M AUM 33.73% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services's ATR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its AptarGroup (ATR) stake by 27% in Q2 2026, buying an estimated $647K and bringing the position to 25,202 shares worth $2.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

Wealth Enhancement Advisory Services first reported a position in ATR in Q1 2019 and has held it in 13 quarters since. 79 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 25,202 shares of AptarGroup worth $2.92M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 5,335 AptarGroup shares in Q2 2026, an estimated $647K.
  • AptarGroup made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1338 holding.
  • Wealth Enhancement Advisory Services first reported a position in AptarGroup in Q1 2019 and has held it in 13 quarters since.
  • 79 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.