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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
2025
Q2 		– Sell
-14,361
Closed -$1.65M – 204
2025
Q1 		$1.65M Buy
+14,361
New +$2.16M 0.32% 82

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 $3.38T AUM 44.17% 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

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. 556 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.
  • 556 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.