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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 $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 $3.37T AUM 44.26% 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 $1.61T 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

Fulcrum Asset Management's ATR Position: Q1 2026 in Review

Fulcrum Asset Management sold out of AptarGroup (ATR) in Q1 2026, closing a stake of 14,471 shares — an estimated $1.78M sold.

Fulcrum Asset Management first reported a position in ATR in Q2 2025 and held it in 3 quarters. The position peaked at $2.4M in Q2 2025. 543 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

  • Fulcrum Asset Management reported no remaining AptarGroup position as of Q1 2026 after selling out during the quarter.
  • Fulcrum Asset Management sold 14,471 AptarGroup shares in Q1 2026, an estimated $1.78M.
  • Fulcrum Asset Management first reported a position in AptarGroup in Q2 2025 and held it in 3 quarters.
  • Fulcrum Asset Management's AptarGroup position peaked at $2.4M in Q2 2025.
  • 543 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

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