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Wealth Preservation Advisors’s AptarGroup ATR Stock Holding History

Wealth Preservation 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 		– Sell
-18
Closed -$2.19K – 1037
2025
Q4 		$2.19K Buy
+18
New +$2.22K ﹤0.01% 512

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 $3.37T AUM 44.26% 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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Wealth Preservation Advisors's ATR Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of AptarGroup (ATR) in Q1 2026, closing a stake of 18 shares — an estimated $2.19K sold.

Wealth Preservation Advisors first reported a position in ATR in Q4 2025 and held it in 1 quarter. The position peaked at $2.19K in Q4 2025. 545 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining AptarGroup position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 18 AptarGroup shares in Q1 2026, an estimated $2.19K.
  • Wealth Preservation Advisors first reported a position in AptarGroup in Q4 2025 and held it in 1 quarter.
  • Wealth Preservation Advisors's AptarGroup position peaked at $2.19K in Q4 2025.
  • 545 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

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