Capstone Investment Advisors
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Capstone Investment Advisors’s AptarGroup ATR Stock Holding History

Capstone Investment Advisors’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
Q1 		– Sell
-3,305
Closed -$403K – 1579
2025
Q4 		$403K Sell
3,305
-8,960
-73% -$1.11M ﹤0.01% 1222
2025
Q3 		$1.64M Buy
+12,265
New +$1.77M ﹤0.01% 840
2023
Q4 		– Sell
-4,967
Closed -$621K – 2107
2023
Q3 		$621K Buy
4,967
+2,395
+93% +$294K ﹤0.01% 1210
2023
Q2 		$298K Buy
+2,572
New +$301K ﹤0.01% 1396

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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Capstone Investment Advisors's ATR Position: Q1 2026 in Review

Capstone Investment Advisors sold out of AptarGroup (ATR) in Q1 2026, closing a stake of 3,305 shares — an estimated $403K sold.

Capstone Investment Advisors first reported a position in ATR in Q2 2023 and held it in 4 quarters. The position peaked at $1.64M in Q3 2025. 544 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

  • Capstone Investment Advisors reported no remaining AptarGroup position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 3,305 AptarGroup shares in Q1 2026, an estimated $403K.
  • Capstone Investment Advisors first reported a position in AptarGroup in Q2 2023 and held it in 4 quarters.
  • Capstone Investment Advisors's AptarGroup position peaked at $1.64M in Q3 2025.
  • 544 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.