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Tortoise Investment Management’s AptarGroup ATR Stock Holding History

Tortoise Investment Management’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
-11
Closed -$1.47K – 333
2025
Q3 		$1.47K Sell
11
-1
-8% -$145 ﹤0.01% 958
2025
Q2 		$1.88K Buy
12
+2
+20% +$302 ﹤0.01% 820
2025
Q1 		$1.48K Hold
10
– – ﹤0.01% 730
2024
Q4 		$1.57K Hold
10
– – ﹤0.01% 778
2024
Q3 		$1.6K Sell
10
-6
-38% -$889 ﹤0.01% 785
2024
Q2 		$2.25K Hold
16
– – ﹤0.01% 774
2024
Q1 		$2.3K Buy
+16
New +$2.17K ﹤0.01% 761

Other funds holding ATR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Geode Capital Management
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Tortoise Investment Management's ATR Position: Q4 2025 in Review

Tortoise Investment Management sold out of AptarGroup (ATR) in Q4 2025, closing a stake of 11 shares — an estimated $1.47K sold.

Tortoise Investment Management first reported a position in ATR in Q1 2024 and held it in 7 quarters. The position peaked at $2.3K in Q1 2024. 504 funds tracked by Wall St. Rank hold ATR as of Q4 2025.

  • Tortoise Investment Management reported no remaining AptarGroup position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 11 AptarGroup shares in Q4 2025, an estimated $1.47K.
  • Tortoise Investment Management first reported a position in AptarGroup in Q1 2024 and held it in 7 quarters.
  • Tortoise Investment Management's AptarGroup position peaked at $2.3K in Q1 2024.
  • 504 funds tracked by Wall St. Rank held AptarGroup as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.