Evercore Wealth Management, LLC

Position in ATR — Aptargroup, Inc.

CIK 1482689 New York, NY

Position in ATR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,359,672

+$54,105 QoQ

Shares Held

10,860

+4.8% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#221

of 550 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Evercore Wealth Management, LLC holds $2,808,249 across 3 Medical Instruments & Supplies names. ATR ranks #1 (48.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATR	Aptargroup, Inc. This page	10,860	$1,359,672
2	BDX	Becton Dickinson & Co	7,018	$1,062,033
3	ISRG	Intuitive Surgical Inc	972	$386,544

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,359,672	10,860	+4.8%	Shares	Sole	2026-08-14
2026-03-31	$1,305,567	10,360	0.0%	Shares	Sole	2026-05-15
2025-12-31	$1,263,505	10,360	-16.3%	Shares	Sole	2026-02-17
2025-09-30	$1,654,309	12,377	0.0%	Shares	Sole	2025-11-14
2025-06-30	$1,936,134	12,377	0.0%	Shares	Sole	2025-08-14
2025-03-31	$1,836,499	12,377	-13.9%	Shares	Sole	2025-05-15
2024-12-31	$2,258,626	14,377	-3.4%	Shares	Sole	2025-02-14
2024-09-30	$2,383,146	14,877	0.0%	Shares	Sole	2024-11-14
2024-06-30	$2,094,830	14,877	0.0%	Shares	Sole	2024-08-14
2024-03-31	$2,140,651	14,877	+0.1%	Shares	Sole	2024-05-15
2023-12-31	$1,836,993	14,860	0.0%	Shares	Sole	2024-02-14
2023-09-30	$1,858,094	14,860	0.0%	Shares	Sole	2023-11-14
2023-06-30	$1,721,679	14,860	0.0%	Shares	Sole	2023-08-04
2023-03-31	$1,756,303	14,860	0.0%	Shares	Sole	2023-05-15
2022-12-31	$1,634,302	14,860	0.0%	Shares	Sole	2023-02-14
2022-09-30	$1,412,145	14,860	-0.3%	Shares	Sole	2022-11-14
2022-06-30	$1,538,757	14,909	-28.7%	Shares	Sole	2022-08-15
2022-03-31	$2,456,807	20,909	-0.0%	Shares	Sole	2022-05-16
2021-12-31	$2,562,036	20,918	0.0%	Shares	Sole	2022-02-14
2021-09-30	$2,496,563	20,918	0.0%	Shares	Sole	2021-11-15
2021-06-30	$2,946,091	20,918	-0.0%	Shares	Sole	2021-08-16
2021-03-31	$2,964,869	20,928	-2.3%	Shares	Sole	2021-05-17
2020-12-31	$2,932,046	21,419	-0.1%	Shares	Sole	2021-02-16
2020-09-30	$2,425,876	21,430	+0.1%	Shares	Sole	2020-11-16
2020-06-30	$2,397,379	21,409	-4.5%	Shares	Sole	2020-08-13
2020-03-31	$2,230,591	22,409	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.