MV Capital Management’s AptarGroup ATR Stock Holding History

MV Capital 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 Q1	$30.2K	Sell	240 -174	-42%	-$22.7K	﹤0.01%	384
2025 Q4	$50.5K	Buy	414 +14	+4%	+$1.73K	﹤0.01%	312
2025 Q3	$53.5K	Hold	400	–	–	0.01%	305
2025 Q2	$62.6K	Hold	400	–	–	0.01%	275
2025 Q1	$59.4K	Sell	400 -75	-16%	-$11.3K	0.01%	289
2024 Q4	$74.6K	Hold	475	–	–	0.01%	256
2024 Q3	$76.1K	Hold	475	–	–	0.01%	258
2024 Q2	$66.9K	Hold	475	–	–	0.01%	261
2024 Q1	$68.3K	Hold	475	–	–	0.01%	270
2023 Q4	$58.7K	Hold	475	–	–	0.01%	280
2023 Q3	$59.4K	Buy	475 +75	+19%	+$9.2K	0.01%	273
2023 Q2	$46.3K	Hold	400	–	–	0.01%	306
2023 Q1	$47.3K	Hold	400	–	–	0.01%	287
2022 Q4	$44K	Hold	400	–	–	0.01%	241
2022 Q3	$38K	Hold	400	–	–	0.01%	253
2022 Q2	$41K	Hold	400	–	–	0.01%	233
2022 Q1	$47K	Hold	400	–	–	0.01%	227
2021 Q4	$49K	Buy	+400	New	+$49.8K	0.01%	219

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 $13.1B AUM 24.63% 1-Year Est. Return

MV Capital Management's ATR Position: Q1 2026 in Review

MV Capital Management reduced its AptarGroup (ATR) stake by 42% in Q1 2026, selling an estimated $22.7K and leaving 240 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

MV Capital Management first reported a position in ATR in Q4 2021 and has held it in 18 quarters since. The position peaked at $76.1K in Q3 2024. 542 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

MV Capital Management held 240 shares of AptarGroup worth $30.2K as of Q1 2026.
MV Capital Management sold 174 AptarGroup shares in Q1 2026, an estimated $22.7K.
AptarGroup made up ﹤0.01% of MV Capital Management's portfolio in Q1 2026, its #384 holding.
MV Capital Management first reported a position in AptarGroup in Q4 2021 and has held it in 18 quarters since.
MV Capital Management's AptarGroup position peaked at $76.1K in Q3 2024.
542 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.