Boit C.F. David’s AptarGroup ATR Stock Holding History

Boit C.F. David’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	$376K	Hold	3,000	–	–	0.16%	72
2026 Q1	$378K	Hold	3,000	–	–	0.17%	72
2025 Q4	$372K	Hold	3,000	–	–	0.16%	73
2025 Q3	$401K	Hold	3,000	–	–	0.18%	70
2025 Q2	$469K	Hold	3,000	–	–	0.23%	63
2025 Q1	$445K	Hold	3,000	–	–	0.22%	64
2024 Q4	$471K	Hold	3,000	–	–	0.19%	65
2024 Q3	$476K	Hold	3,000	–	–	0.24%	65
2024 Q2	$422K	Hold	3,000	–	–	0.22%	64
2024 Q1	$376K	Hold	3,000	–	–	0.21%	64
2023 Q4	$376K	Buy	+3,000	New	+$377K	0.21%	64

Other funds holding ATR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Boit C.F. David's ATR Position: Q2 2026 in Review

Boit C.F. David held its AptarGroup (ATR) position steady in Q2 2026 at 3,000 shares worth $376K. The position accounts for 0.16% of the portfolio, ranked #72.

Boit C.F. David first reported a position in ATR in Q4 2023 and has held it in 11 quarters since. The position peaked at $476K in Q3 2024. 556 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

Boit C.F. David held 3,000 shares of AptarGroup worth $376K as of Q2 2026.
Boit C.F. David left its AptarGroup share count unchanged in Q2 2026.
AptarGroup made up 0.16% of Boit C.F. David's portfolio in Q2 2026, its #72 holding.
Boit C.F. David first reported a position in AptarGroup in Q4 2023 and has held it in 11 quarters since.
Boit C.F. David's AptarGroup position peaked at $476K in Q3 2024.
556 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Boit C.F. David's 13F filing for Q2 2026, filed 30 Jul 2026.