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James T. Borello RIA’s AptarGroup ATR Stock Holding History

James T. Borello RIA’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 		$8.97K Sell
74
-2
-3% -$259 ﹤0.01% 631
2026
Q2 		$9.5K Buy
76
+43
+130% +$5.22K ﹤0.01% 615
2026
Q1 		$4.16K Buy
33
+31
+1,550% +$4.04K ﹤0.01% 805
2025
Q4 		$244 Sell
2
-17
-89% -$2.1K ﹤0.01% 1001
2025
Q3 		$2.54K Buy
+19
New +$2.75K ﹤0.01% 687

Other funds holding ATR

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
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

James T. Borello RIA's ATR Position: Q3 2026 in Review

James T. Borello RIA reduced its AptarGroup (ATR) stake by 2.6% in Q3 2026, selling an estimated $259 and leaving 74 shares worth $8.97K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

James T. Borello RIA first reported a position in ATR in Q3 2025 and has held it in 5 quarters since. The position peaked at $9.5K in Q2 2026. 65 funds tracked by Wall St. Rank hold ATR as of Q3 2026.

  • James T. Borello RIA held 74 shares of AptarGroup worth $8.97K as of Q3 2026.
  • James T. Borello RIA sold 2 AptarGroup shares in Q3 2026, an estimated $259.
  • AptarGroup made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #631 holding.
  • James T. Borello RIA first reported a position in AptarGroup in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's AptarGroup position peaked at $9.5K in Q2 2026.
  • 65 funds tracked by Wall St. Rank held AptarGroup as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.