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 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 $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

Ridgewood Investments's ATR Position: Q1 2026 in Review

Ridgewood Investments opened a new position in AptarGroup (ATR) in Q1 2026: 2,544 shares worth $321K. The stake represents 0.13% of the portfolio and ranks #175 among its holdings. This is a return to the name: Ridgewood Investments previously reported a position in ATR as recently as Q2 2025.

Ridgewood Investments first reported a position in ATR in Q4 2016 and has held it in 14 quarters since. 542 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

Ridgewood Investments held 2,544 shares of AptarGroup worth $321K as of Q1 2026.
AptarGroup was a new Ridgewood Investments position in Q1 2026.
AptarGroup made up 0.13% of Ridgewood Investments's portfolio in Q1 2026, its #175 holding.
Ridgewood Investments first reported a position in AptarGroup in Q4 2016 and has held it in 14 quarters since.
542 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on Ridgewood Investments's 13F filing for Q1 2026, filed 3 Apr 2026.