Ridgewood Investments’s AptarGroup ATR Stock Holding History

Ridgewood Investments’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	$306K	Sell	2,444 -100	-4%	-$12.1K	0.11%	187
2026 Q1	$321K	Buy	+2,544	New	+$332K	0.13%	175
2025 Q3	–	Sell	-19	Closed	-$2.93K	–	232
2025 Q2	$2.93K	Hold	19	–	–	﹤0.01%	645
2025 Q1	$2.78K	Hold	19	–	–	﹤0.01%	603
2024 Q4	$2.95K	Hold	19	–	–	﹤0.01%	625
2024 Q3	$3K	Hold	19	–	–	﹤0.01%	636
2024 Q2	$2.64K	Buy	+19	New	+$2.75K	﹤0.01%	651
2023 Q3	–	Sell	-19	Closed	-$2.17K	–	218
2023 Q2	$2.17K	Hold	19	–	–	﹤0.01%	693
2023 Q1	$2.22K	Buy	+19	New	+$2.16K	﹤0.01%	681
2018 Q2	–	Sell	-2,736	Closed	-$246K	–	155
2018 Q1	$246K	Sell	2,736 -43	-2%	-$3.79K	0.23%	121
2017 Q4	$240K	Sell	2,779 -10	-0.4%	-$872	0.21%	129
2017 Q3	$241K	Sell	2,789 -36	-1%	-$3.06K	0.23%	124
2017 Q2	$245K	Sell	2,825 -15	-0.5%	-$1.24K	0.25%	116
2017 Q1	$219K	Buy	2,840 +1	+0%	+$75	0.24%	120
2016 Q4	$208K	Buy	+2,839	New	+$211K	0.25%	108

Other funds holding ATR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Ridgewood Investments's ATR Position: Q2 2026 in Review

Ridgewood Investments reduced its AptarGroup (ATR) stake by 3.9% in Q2 2026, selling an estimated $12.1K and leaving 2,444 shares worth $306K. The position accounts for 0.11% of the portfolio, ranked #187.

Ridgewood Investments first reported a position in ATR in Q4 2016 and has held it in 15 quarters since. The position peaked at $321K in Q1 2026. 554 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

Ridgewood Investments held 2,444 shares of AptarGroup worth $306K as of Q2 2026.
Ridgewood Investments sold 100 AptarGroup shares in Q2 2026, an estimated $12.1K.
AptarGroup made up 0.11% of Ridgewood Investments's portfolio in Q2 2026, its #187 holding.
Ridgewood Investments first reported a position in AptarGroup in Q4 2016 and has held it in 15 quarters since.
Ridgewood Investments's AptarGroup position peaked at $321K in Q1 2026.
554 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.