Capital Advisors Ltd’s AptarGroup ATR Stock Holding History

Capital Advisors Ltd’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 Q3	–	Sell	-4	Closed	-$1K	–	1349
2025 Q2	$1K	Buy	+4	New	+$604	﹤0.01%	1134
2022 Q4	–	Sell	-5	Closed	–	–	1211
2022 Q3	$0	Sell	5 -14	-74%	-$1.46K	﹤0.01%	1234
2022 Q2	$2K	Sell	19 -43	-69%	-$4.69K	﹤0.01%	645
2022 Q1	$7K	Hold	62	–	–	﹤0.01%	554
2021 Q4	$8K	Buy	+62	New	+$7.71K	﹤0.01%	532

Other funds holding ATR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Capital Advisors Ltd's ATR Position: Q3 2025 in Review

Capital Advisors Ltd sold out of AptarGroup (ATR) in Q3 2025, closing a stake of 4 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in ATR in Q4 2021 and held it in 5 quarters. The position peaked at $8K in Q4 2021. 497 funds tracked by Wall St. Rank hold ATR as of Q3 2025.

Capital Advisors Ltd reported no remaining AptarGroup position as of Q3 2025 after selling out during the quarter.
Capital Advisors Ltd sold 4 AptarGroup shares in Q3 2025, an estimated $1K.
Capital Advisors Ltd first reported a position in AptarGroup in Q4 2021 and held it in 5 quarters.
Capital Advisors Ltd's AptarGroup position peaked at $8K in Q4 2021.
497 funds tracked by Wall St. Rank held AptarGroup as of Q3 2025.

Based on Capital Advisors Ltd's 13F filing for Q3 2025, filed 16 Oct 2025.