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Advisory Research’s AptarGroup ATR Stock Holding History

Advisory Research’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
2025
Q2 		– Sell
-9,314
Closed -$1.38M – 146
2025
Q1 		$1.38M Sell
9,314
-111
-1% -$16.7K 0.24% 86
2024
Q4 		$1.48M Buy
9,425
+15
+0.2% +$2.5K 0.25% 86
2024
Q3 		$1.51M Sell
9,410
-455
-5% -$67.4K 0.27% 85
2024
Q2 		$1.39M Buy
9,865
+50
+0.5% +$7.23K 0.26% 88
2024
Q1 		$1.41M Buy
9,815
+2,050
+26% +$278K 0.28% 82
2023
Q4 		$960K Sell
7,765
-2,050
-21% -$258K 0.15% 163
2023
Q3 		$1.23M Buy
+9,815
New +$1.2M 0.17% 167

Other funds holding ATR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Advisory Research's ATR Position: Q2 2025 in Review

Advisory Research sold out of AptarGroup (ATR) in Q2 2025, closing a stake of 9,314 shares — an estimated $1.38M sold.

Advisory Research first reported a position in ATR in Q3 2023 and held it in 7 quarters. The position peaked at $1.51M in Q3 2024. 505 funds tracked by Wall St. Rank hold ATR as of Q2 2025.

  • Advisory Research reported no remaining AptarGroup position as of Q2 2025 after selling out during the quarter.
  • Advisory Research sold 9,314 AptarGroup shares in Q2 2025, an estimated $1.38M.
  • Advisory Research first reported a position in AptarGroup in Q3 2023 and held it in 7 quarters.
  • Advisory Research's AptarGroup position peaked at $1.51M in Q3 2024.
  • 505 funds tracked by Wall St. Rank held AptarGroup as of Q2 2025.

Based on Advisory Research's 13F filing for Q2 2025, filed 13 Aug 2025.