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Fiduciary Management Inc’s AptarGroup ATR Stock Holding History

Fiduciary Management Inc’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 		$158M Buy
1,252,338
+4,781
+0.4% +$623K 1.96% 16
2025
Q4 		$152M Buy
1,247,557
+104,667
+9% +$12.9M 1.67% 29
2025
Q3 		$153M Buy
1,142,890
+378,734
+50% +$54.8M 1.55% 34
2025
Q2 		$120M Sell
764,156
-3,480
-0.5% -$526K 1.15% 46
2025
Q1 		$114M Buy
767,636
+222,577
+41% +$33.5M 1.1% 47
2024
Q4 		$85.6M Buy
545,059
+1,640
+0.3% +$274K 0.8% 56
2024
Q3 		$87.1M Buy
543,419
+344
+0.1% +$51K 0.76% 55
2024
Q2 		$76.5M Buy
543,075
+3,104
+0.6% +$449K 0.71% 60
2024
Q1 		$77.7M Buy
539,971
+402
+0.1% +$54.5K 0.69% 58
2023
Q4 		$66.7M Buy
539,569
+24,838
+5% +$3.12M 0.62% 58
2023
Q3 		$64.4M Buy
514,731
+9,730
+2% +$1.19M 0.66% 55
2023
Q2 		$58.5M Buy
505,001
+25,929
+5% +$3.04M 0.59% 54
2023
Q1 		$56.6M Sell
479,072
-13,807
-3% -$1.57M 0.57% 53
2022
Q4 		$54.2M Sell
492,879
-8,401
-2% -$863K 0.55% 53
2022
Q3 		$47.6M Buy
+501,280
New +$52.2M 0.5% 55
2017
Q2 		– Sell
-2,700
Closed -$208K – 71
2017
Q1 		$208K Buy
+2,700
New +$202K ﹤0.01% 70
2016
Q4 		– Sell
-2,700
Closed -$209K – 74
2016
Q3 		$209K Hold
2,700
– – ﹤0.01% 72
2016
Q2 		$214K Hold
2,700
– – ﹤0.01% 74
2016
Q1 		$212K Buy
+2,700
New +$198K ﹤0.01% 74
2014
Q1 		– Sell
-786,264
Closed -$53.3M – 67
2013
Q4 		$53.3M Sell
786,264
-12,850
-2% -$820K 0.28% 48
2013
Q3 		$48.1M Sell
799,114
-593,305
-43% -$35.1M 0.29% 50
2013
Q2 		$76.9M Buy
+1,392,419
New +$78.3M 0.48% 38

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State Farm Mutual Automobile Insurance
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Fiduciary Management Inc's ATR Position: Q1 2026 in Review

Fiduciary Management Inc increased its AptarGroup (ATR) stake by 0.38% in Q1 2026, buying an estimated $623K and bringing the position to 1,252,338 shares worth $158M. The position accounts for 1.96% of the portfolio, ranked #16.

Fiduciary Management Inc first reported a position in ATR in Q2 2013 and has held it in 22 quarters since. 542 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

  • Fiduciary Management Inc held 1,252,338 shares of AptarGroup worth $158M as of Q1 2026.
  • Fiduciary Management Inc bought 4,781 AptarGroup shares in Q1 2026, an estimated $623K.
  • AptarGroup made up 1.96% of Fiduciary Management Inc's portfolio in Q1 2026, its #16 holding.
  • Fiduciary Management Inc first reported a position in AptarGroup in Q2 2013 and has held it in 22 quarters since.
  • 542 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on Fiduciary Management Inc's 13F filing for Q1 2026, filed 14 May 2026.