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Planning Strategies Inc.’s AptarGroup ATR Stock Holding History

Planning Strategies Inc.’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 		$2.63K Buy
+21
New +$2.55K ﹤0.01% 522

Other funds holding ATR

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 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
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Planning Strategies Inc.'s ATR Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in AptarGroup (ATR) in Q2 2026: 21 shares worth $2.63K. The stake represents ﹤0.01% of the portfolio and ranks #522 among its holdings.

167 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Planning Strategies Inc. held 21 shares of AptarGroup worth $2.63K as of Q2 2026.
  • AptarGroup was a new Planning Strategies Inc. position in Q2 2026.
  • AptarGroup made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #522 holding.
  • 167 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.