Petrus Trust Company’s AptarGroup ATR Stock Holding History

Petrus Trust Company’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 Q4	–	Sell	-1,751	Closed	-$234K	–	40
2025 Q3	$234K	Buy	+1,751	New	+$253K	0.03%	80
2025 Q2	–	Sell	-2,159	Closed	-$320K	–	519
2025 Q1	$320K	Buy	+2,159	New	+$325K	0.03%	363
2024 Q3	–	Sell	-1,599	Closed	-$225K	–	557
2024 Q2	$225K	Hold	1,599	–	–	0.02%	517
2024 Q1	$230K	Buy	+1,599	New	+$217K	0.02%	536
2023 Q2	–	Sell	-2,777	Closed	-$328K	–	584
2023 Q1	$328K	Buy	+2,777	New	+$316K	0.04%	254

Other funds holding ATR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BTW

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Petrus Trust Company's ATR Position: Q4 2025 in Review

Petrus Trust Company sold out of AptarGroup (ATR) in Q4 2025, closing a stake of 1,751 shares — an estimated $234K sold.

Petrus Trust Company first reported a position in ATR in Q1 2023 and held it in 5 quarters. The position peaked at $328K in Q1 2023. 504 funds tracked by Wall St. Rank hold ATR as of Q4 2025.

Petrus Trust Company reported no remaining AptarGroup position as of Q4 2025 after selling out during the quarter.
Petrus Trust Company sold 1,751 AptarGroup shares in Q4 2025, an estimated $234K.
Petrus Trust Company first reported a position in AptarGroup in Q1 2023 and held it in 5 quarters.
Petrus Trust Company's AptarGroup position peaked at $328K in Q1 2023.
504 funds tracked by Wall St. Rank held AptarGroup as of Q4 2025.

Based on Petrus Trust Company's 13F filing for Q4 2025, filed 17 Feb 2026.