DBRC
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D.B. Root & Company’s AptarGroup ATR Stock Holding History

D.B. Root & Company’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 		$939K Buy
7,502
+347
+5% +$42.1K 0.2% 71
2026
Q1 		$902K Sell
7,155
-606
-8% -$79K 0.22% 72
2025
Q4 		$947K Sell
7,761
-309
-4% -$38.2K 0.23% 63
2025
Q3 		$1.08M Buy
8,070
+965
+14% +$140K 0.27% 59
2025
Q2 		$1.11M Sell
7,105
-210
-3% -$31.7K 0.33% 55
2025
Q1 		$1.09M Sell
7,315
-235
-3% -$35.4K 0.35% 51
2024
Q4 		$1.19M Sell
7,550
-51
-0.7% -$8.52K 0.38% 50
2024
Q3 		$1.22M Sell
7,601
-35
-0.5% -$5.19K 0.4% 48
2024
Q2 		$1.08M Sell
7,636
-50
-0.7% -$7.23K 0.37% 51
2024
Q1 		$1.11M Sell
7,686
-403
-5% -$54.6K 0.37% 68
2023
Q4 		$1,000K Buy
8,089
+130
+2% +$16.3K 0.36% 79
2023
Q3 		$995K Buy
7,959
+390
+5% +$47.8K 0.39% 75
2023
Q2 		$877K Sell
7,569
-12
-0.2% -$1.41K 0.33% 82
2023
Q1 		$896K Buy
7,581
+121
+2% +$13.8K 0.35% 80
2022
Q4 		$820K Buy
7,460
+285
+4% +$29.3K 0.35% 79
2022
Q3 		$681K Buy
7,175
+1,325
+23% +$138K 0.31% 82
2022
Q2 		$603K Hold
5,850
– – 0.26% 96
2022
Q1 		$687K Buy
5,850
+1,528
+35% +$180K 0.26% 98
2021
Q4 		$529K Buy
+4,322
New +$538K 0.19% 125

Other funds holding ATR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

D.B. Root & Company's ATR Position: Q2 2026 in Review

D.B. Root & Company increased its AptarGroup (ATR) stake by 4.8% in Q2 2026, buying an estimated $42.1K and bringing the position to 7,502 shares worth $939K. The position accounts for 0.2% of the portfolio, ranked #71.

D.B. Root & Company first reported a position in ATR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.22M in Q3 2024. 554 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • D.B. Root & Company held 7,502 shares of AptarGroup worth $939K as of Q2 2026.
  • D.B. Root & Company bought 347 AptarGroup shares in Q2 2026, an estimated $42.1K.
  • AptarGroup made up 0.2% of D.B. Root & Company's portfolio in Q2 2026, its #71 holding.
  • D.B. Root & Company first reported a position in AptarGroup in Q4 2021 and has held it in 19 quarters since.
  • D.B. Root & Company's AptarGroup position peaked at $1.22M in Q3 2024.
  • 554 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.