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Whipplewood Advisors’s AptarGroup ATR Stock Holding History

Whipplewood 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 		$876 Sell
7
-3
-30% -$364 ﹤0.01% 565
2026
Q1 		$1.26K Buy
+10
New +$1.3K ﹤0.01% 854
2025
Q3 		– Sell
-15
Closed -$2.35K – 364
2025
Q2 		$2.35K Buy
15
+3
+25% +$453 ﹤0.01% 847
2025
Q1 		$2.23K Sell
12
-3
-20% -$452 ﹤0.01% 869
2024
Q4 		$2.36K Buy
+15
New +$2.5K ﹤0.01% 844

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Whipplewood Advisors's ATR Position: Q2 2026 in Review

Whipplewood Advisors reduced its AptarGroup (ATR) stake by 30% in Q2 2026, selling an estimated $364 and leaving 7 shares worth $876. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Whipplewood Advisors first reported a position in ATR in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.36K in Q4 2024. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Whipplewood Advisors held 7 shares of AptarGroup worth $876 as of Q2 2026.
  • Whipplewood Advisors sold 3 AptarGroup shares in Q2 2026, an estimated $364.
  • AptarGroup made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #565 holding.
  • Whipplewood Advisors first reported a position in AptarGroup in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's AptarGroup position peaked at $2.36K in Q4 2024.
  • 553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.