Fulcrum Asset Management’s AptarGroup ATR Stock Holding History

Fulcrum 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
2026 Q2	$752	Buy	+6	New	+$728	﹤0.01%	967
2026 Q1	–	Sell	-14,471	Closed	-$1.78M	–	220
2025 Q4	$1.78M	Sell	14,471 -429	-3%	-$53K	0.49%	51
2025 Q3	$1.99M	Sell	14,900 -413	-3%	-$59.7K	0.55%	49
2025 Q2	$2.4M	Buy	+15,313	New	+$2.31M	0.68%	43
2021 Q4	–	Hold	0	–	–	–	186
2021 Q2	–	Hold	0	–	–	–	133
2020 Q3	–	Hold	0	–	–	–	112

Other funds holding ATR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fulcrum Asset Management's ATR Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in AptarGroup (ATR) in Q2 2026: 6 shares worth $752. The stake represents ﹤0.01% of the portfolio and ranks #967 among its holdings. This is a return to the name: Fulcrum Asset Management previously reported a position in ATR as recently as Q4 2025.

Fulcrum Asset Management first reported a position in ATR in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.4M in Q2 2025. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

Fulcrum Asset Management held 6 shares of AptarGroup worth $752 as of Q2 2026.
AptarGroup was a new Fulcrum Asset Management position in Q2 2026.
AptarGroup made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #967 holding.
Fulcrum Asset Management first reported a position in AptarGroup in Q2 2025 and has held it in 4 quarters since.
Fulcrum Asset Management's AptarGroup position peaked at $2.4M in Q2 2025.
553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.