Freestone Grove Partners’s AptarGroup ATR Stock Holding History

Freestone Grove Partners’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	$177K	Sell	1,406 -9,347	-87%	-$1.22M	﹤0.01%	749
2025 Q4	$1.31M	Buy	+10,753	New	+$1.33M	0.01%	439
2025 Q3	–	Sell	-1,318	Closed	-$206K	–	705
2025 Q2	$206K	Sell	1,318 -3,228	-71%	-$488K	﹤0.01%	632
2025 Q1	$675K	Sell	4,546 -87	-2%	-$13.1K	0.01%	382
2024 Q4	$728K	Buy	+4,633	New	+$774K	0.01%	326

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

Freestone Grove Partners's ATR Position: Q1 2026 in Review

Freestone Grove Partners reduced its AptarGroup (ATR) stake by 87% in Q1 2026, selling an estimated $1.22M and leaving 1,406 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Freestone Grove Partners first reported a position in ATR in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.31M in Q4 2025. 542 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

Freestone Grove Partners held 1,406 shares of AptarGroup worth $177K as of Q1 2026.
Freestone Grove Partners sold 9,347 AptarGroup shares in Q1 2026, an estimated $1.22M.
AptarGroup made up ﹤0.01% of Freestone Grove Partners's portfolio in Q1 2026, its #749 holding.
Freestone Grove Partners first reported a position in AptarGroup in Q4 2024 and has held it in 5 quarters since.
Freestone Grove Partners's AptarGroup position peaked at $1.31M in Q4 2025.
542 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.