Lido Advisors’s AptarGroup ATR Stock Holding History

Lido Advisors’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	$3.78M	Sell	30,026 -18,557	-38%	-$2.42M	0.01%	525
2025 Q4	$6.49M	Buy	48,583 +15	+0%	+$1.85K	0.02%	397
2025 Q3	$6.49M	Sell	48,568 -12,126	-20%	-$1.75M	0.02%	380
2025 Q2	$9.49M	Buy	60,694 +55,577	+1,086%	+$8.39M	0.04%	259
2025 Q1	$759K	Buy	5,117 +22	+0.4%	+$3.31K	﹤0.01%	882
2024 Q4	$800K	Sell	5,095 -59	-1%	-$9.85K	﹤0.01%	843
2024 Q3	$826K	Buy	+5,154	New	+$764K	﹤0.01%	789
2024 Q1	–	Sell	-5,699	Closed	-$704K	–	1385
2023 Q4	$704K	Buy	+5,699	New	+$716K	﹤0.01%	737
2023 Q2	–	Sell	-15,082	Closed	-$1.78M	–	1219
2023 Q1	$1.78M	Buy	+15,082	New	+$1.71M	0.02%	362

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

Lido Advisors's ATR Position: Q1 2026 in Review

Lido Advisors reduced its AptarGroup (ATR) stake by 38% in Q1 2026, selling an estimated $2.42M and leaving 30,026 shares worth $3.78M. The position accounts for 0.01% of the portfolio, ranked #525.

Lido Advisors first reported a position in ATR in Q1 2023 and has held it in 9 quarters since. The position peaked at $9.49M in Q2 2025. 542 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

Lido Advisors held 30,026 shares of AptarGroup worth $3.78M as of Q1 2026.
Lido Advisors sold 18,557 AptarGroup shares in Q1 2026, an estimated $2.42M.
AptarGroup made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #525 holding.
Lido Advisors first reported a position in AptarGroup in Q1 2023 and has held it in 9 quarters since.
Lido Advisors's AptarGroup position peaked at $9.49M in Q2 2025.
542 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.