Morningstar Investment Management’s AptarGroup ATR Stock Holding History

Morningstar Investment 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
2026 Q2	$511K	Hold	4,051	–	–	0.03%	258
2026 Q1	$511K	Sell	4,051 -1,356	-25%	-$177K	0.03%	256
2025 Q4	$659K	Sell	5,407 -5	-0.1%	-$618	0.04%	255
2025 Q3	$723K	Buy	+5,412	New	+$783K	0.03%	400
2025 Q1	–	Sell	-2,068	Closed	-$325K	–	88
2024 Q4	$325K	Hold	2,068	–	–	0.03%	154
2024 Q3	$346K	Buy	2,068 +84	+4%	+$12.4K	0.03%	156
2024 Q2	$279K	Hold	1,984	–	–	0.03%	158
2024 Q1	$285K	Hold	1,984	–	–	0.03%	160
2023 Q4	$245K	Buy	1,984 +55	+3%	+$6.91K	0.03%	168
2023 Q3	$241K	Hold	1,929	–	–	0.03%	141
2023 Q2	$223K	Buy	+1,929	New	+$226K	0.03%	152

Other funds holding ATR

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CRB

Chad R. Baker $620M AUM 42.67% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Morningstar Investment Management's ATR Position: Q2 2026 in Review

Morningstar Investment Management held its AptarGroup (ATR) position steady in Q2 2026 at 4,051 shares worth $511K. The position accounts for 0.03% of the portfolio, ranked #258.

Morningstar Investment Management first reported a position in ATR in Q2 2023 and has held it in 11 quarters since. The position peaked at $723K in Q3 2025. 167 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

Morningstar Investment Management held 4,051 shares of AptarGroup worth $511K as of Q2 2026.
Morningstar Investment Management left its AptarGroup share count unchanged in Q2 2026.
AptarGroup made up 0.03% of Morningstar Investment Management's portfolio in Q2 2026, its #258 holding.
Morningstar Investment Management first reported a position in AptarGroup in Q2 2023 and has held it in 11 quarters since.
Morningstar Investment Management's AptarGroup position peaked at $723K in Q3 2025.
167 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.