Colonial Trust Advisors’s AptarGroup ATR Stock Holding History

Colonial Trust 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	-8	Closed	-$976	–	732
2025 Q4	$976	Buy	+8	New	+$988	﹤0.01%	654

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

BTW

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

Colonial Trust Advisors's ATR Position: Q1 2026 in Review

Colonial Trust Advisors sold out of AptarGroup (ATR) in Q1 2026, closing a stake of 8 shares — an estimated $976 sold.

Colonial Trust Advisors first reported a position in ATR in Q4 2025 and held it in 1 quarter. The position peaked at $976 in Q4 2025. 545 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

Colonial Trust Advisors reported no remaining AptarGroup position as of Q1 2026 after selling out during the quarter.
Colonial Trust Advisors sold 8 AptarGroup shares in Q1 2026, an estimated $976.
Colonial Trust Advisors first reported a position in AptarGroup in Q4 2025 and held it in 1 quarter.
Colonial Trust Advisors's AptarGroup position peaked at $976 in Q4 2025.
545 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.