Congress Asset Management’s AptarGroup ATR Stock Holding History

Congress Asset Management’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 Q4	–	Sell	-1,674	Closed	-$224K	–	383
2025 Q3	$224K	Sell	1,674 -510,857	-100%	-$73.9M	﹤0.01%	386
2025 Q2	$80.2M	Sell	512,531 -73,907	-13%	-$11.2M	0.55%	72
2025 Q1	$87M	Sell	586,438 -116,870	-17%	-$17.6M	0.65%	57
2024 Q4	$110M	Buy	703,308 +27,614	+4%	+$4.61M	0.75%	54
2024 Q3	$108M	Buy	+675,694	New	+$100M	0.74%	64

Other funds holding ATR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BTW

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Congress Asset Management's ATR Position: Q4 2025 in Review

Congress Asset Management sold out of AptarGroup (ATR) in Q4 2025, closing a stake of 1,674 shares — an estimated $224K sold.

Congress Asset Management first reported a position in ATR in Q3 2024 and held it in 5 quarters. The position peaked at $110M in Q4 2024. 503 funds tracked by Wall St. Rank hold ATR as of Q4 2025.

Congress Asset Management reported no remaining AptarGroup position as of Q4 2025 after selling out during the quarter.
Congress Asset Management sold 1,674 AptarGroup shares in Q4 2025, an estimated $224K.
Congress Asset Management first reported a position in AptarGroup in Q3 2024 and held it in 5 quarters.
Congress Asset Management's AptarGroup position peaked at $110M in Q4 2024.
503 funds tracked by Wall St. Rank held AptarGroup as of Q4 2025.

Based on Congress Asset Management's 13F filing for Q4 2025, filed 9 Jan 2026.