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Lindenwold Advisors’s AptarGroup ATR Stock Holding History

Lindenwold 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
2025
Q3 		$386K Buy
2,890
+32
+1% +$4.63K 0.18% 77
2025
Q2 		$447K Buy
+2,858
New +$432K 0.23% 68

Other funds holding ATR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Lindenwold Advisors's ATR Position: Q3 2025 in Review

Lindenwold Advisors increased its AptarGroup (ATR) stake by 1.1% in Q3 2025, buying an estimated $4.63K and bringing the position to 2,890 shares worth $386K. The position accounts for 0.18% of the portfolio, ranked #77.

Lindenwold Advisors first reported a position in ATR in Q2 2025 and has held it in 2 quarters since. The position peaked at $447K in Q2 2025. 497 funds tracked by Wall St. Rank hold ATR as of Q3 2025.

  • Lindenwold Advisors held 2,890 shares of AptarGroup worth $386K as of Q3 2025.
  • Lindenwold Advisors bought 32 AptarGroup shares in Q3 2025, an estimated $4.63K.
  • AptarGroup made up 0.18% of Lindenwold Advisors's portfolio in Q3 2025, its #77 holding.
  • Lindenwold Advisors first reported a position in AptarGroup in Q2 2025 and has held it in 2 quarters since.
  • Lindenwold Advisors's AptarGroup position peaked at $447K in Q2 2025.
  • 497 funds tracked by Wall St. Rank held AptarGroup as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.