Optima Capital’s AptarGroup ATR Stock Holding History

Optima Capital’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	–	Sell	-4	Closed	-$488	–	245
2025 Q4	$488	Buy	+4	New	+$494	﹤0.01%	1256

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

Optima Capital's ATR Position: Q1 2026 in Review

Optima Capital sold out of AptarGroup (ATR) in Q1 2026, closing a stake of 4 shares — an estimated $488 sold.

Optima Capital first reported a position in ATR in Q4 2025 and held it in 1 quarter. The position peaked at $488 in Q4 2025. 542 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

Optima Capital reported no remaining AptarGroup position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 4 AptarGroup shares in Q1 2026, an estimated $488.
Optima Capital first reported a position in AptarGroup in Q4 2025 and held it in 1 quarter.
Optima Capital's AptarGroup position peaked at $488 in Q4 2025.
542 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.