Lido Advisors
ATR icon

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
Q2 		$669K Sell
5,342
-24,684
-82% -$3M ﹤0.01% 1311
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
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 $3.37T 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 $1.88T 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

Lido Advisors's ATR Position: Q2 2026 in Review

Lido Advisors reduced its AptarGroup (ATR) stake by 82% in Q2 2026, selling an estimated $3M and leaving 5,342 shares worth $669K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

Lido Advisors first reported a position in ATR in Q1 2023 and has held it in 10 quarters since. The position peaked at $9.49M in Q2 2025. 554 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Lido Advisors held 5,342 shares of AptarGroup worth $669K as of Q2 2026.
  • Lido Advisors sold 24,684 AptarGroup shares in Q2 2026, an estimated $3M.
  • AptarGroup made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1311 holding.
  • Lido Advisors first reported a position in AptarGroup in Q1 2023 and has held it in 10 quarters since.
  • Lido Advisors's AptarGroup position peaked at $9.49M in Q2 2025.
  • 554 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.