Venturi Wealth Management, LLC

Position in ATR — Aptargroup, Inc.

CIK 1666363 AUSTIN, TX

Position in ATR

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$250,649

+$148,692 QoQ

Shares Held

2,002

+208.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#368

of 553 holders

Holding Since

Sep 2023

7 quarters on record

Voting authority Sole 1% Shared 99% None 0%

Healthcare · as of Jun 30, 2026

Venturi Wealth Management, LLC holds $2,188,994 across 4 Medical Instruments & Supplies names. ATR ranks #3 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WST	West Pharmaceutical Services Inc	3,130	$1,123,670
2	ISRG	Intuitive Surgical Inc	1,493	$593,735
3	ATR	Aptargroup, Inc. This page	2,002	$250,649
4	BDX	Becton Dickinson & Co	1,460	$220,940

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$250,649	2,002	+208.5%	Shares	Sole	2026-07-20
2024-12-31	$101,957	649	+2.0%	Shares	Sole	2025-01-31
2024-09-30	$101,880	636	+42.9%	Shares	Sole	2024-11-04
2024-06-30	$62,660	445	+86.2%	Shares	Sole	2024-07-19
2024-03-31	$34,388	239	+24.5%	Shares	Sole	2024-04-23
2023-12-31	$23,735	192	+14.3%	Shares	Other	2024-01-23
2023-09-30	$21,006	168	—	Shares	Other	2023-11-02
No filing history on record for this holder in this stock.