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 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 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

D.B. Root & Company's ATR Position: Q1 2026 in Review

D.B. Root & Company reduced its AptarGroup (ATR) stake by 7.8% in Q1 2026, selling an estimated $79K and leaving 7,155 shares worth $902K. The position accounts for 0.22% of the portfolio, ranked #72.

D.B. Root & Company first reported a position in ATR in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.22M in Q3 2024. 542 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

D.B. Root & Company held 7,155 shares of AptarGroup worth $902K as of Q1 2026.
D.B. Root & Company sold 606 AptarGroup shares in Q1 2026, an estimated $79K.
AptarGroup made up 0.22% of D.B. Root & Company's portfolio in Q1 2026, its #72 holding.
D.B. Root & Company first reported a position in AptarGroup in Q4 2021 and has held it in 18 quarters since.
D.B. Root & Company's AptarGroup position peaked at $1.22M in Q3 2024.
542 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.