PS
ATR icon

Principal Securities’s AptarGroup ATR Stock Holding History

Principal Securities’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
-347
Closed -$46.4K – 1502
2025
Q3 		$46.4K Sell
347
-39
-10% -$5.64K ﹤0.01% 1983
2025
Q2 		$60.4K Sell
386
-51
-12% -$7.7K ﹤0.01% 1778
2025
Q1 		$68.7K Hold
437
– – ﹤0.01% 1610
2024
Q4 		$68.7K Buy
437
+335
+328% +$55.9K ﹤0.01% 1608
2024
Q3 		$16.3K Buy
102
+25
+32% +$3.7K ﹤0.01% 2220
2024
Q2 		$10.8K Hold
77
– – ﹤0.01% 2346
2024
Q1 		$11.1K Buy
77
+33
+75% +$4.47K ﹤0.01% 2279
2023
Q4 		$5.44K Buy
+44
New +$5.53K ﹤0.01% 2506

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Securities's ATR Position: Q4 2025 in Review

Principal Securities sold out of AptarGroup (ATR) in Q4 2025, closing a stake of 347 shares — an estimated $46.4K sold.

Principal Securities first reported a position in ATR in Q4 2023 and held it in 8 quarters. The position peaked at $68.7K in Q1 2025. 503 funds tracked by Wall St. Rank hold ATR as of Q4 2025.

  • Principal Securities reported no remaining AptarGroup position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 347 AptarGroup shares in Q4 2025, an estimated $46.4K.
  • Principal Securities first reported a position in AptarGroup in Q4 2023 and held it in 8 quarters.
  • Principal Securities's AptarGroup position peaked at $68.7K in Q1 2025.
  • 503 funds tracked by Wall St. Rank held AptarGroup as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.