WBI Investments’s AptarGroup ATR Stock Holding History

WBI 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	–	Sell	-3,043	Closed	-$371K	–	297
2025 Q4	$371K	Buy	+3,043	New	+$376K	0.1%	234
2015 Q1	–	Sell	-133,360	Closed	-$8.91M	–	223
2014 Q4	$8.91M	Buy	+133,360	New	+$8.45M	0.24%	75

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 $12.2B AUM 12.45% 1-Year Est. Return

WBI Investments's ATR Position: Q1 2026 in Review

WBI Investments sold out of AptarGroup (ATR) in Q1 2026, closing a stake of 3,043 shares — an estimated $371K sold.

WBI Investments first reported a position in ATR in Q4 2014 and held it in 2 quarters. The position peaked at $8.91M in Q4 2014. 542 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

WBI Investments reported no remaining AptarGroup position as of Q1 2026 after selling out during the quarter.
WBI Investments sold 3,043 AptarGroup shares in Q1 2026, an estimated $371K.
WBI Investments first reported a position in AptarGroup in Q4 2014 and held it in 2 quarters.
WBI Investments's AptarGroup position peaked at $8.91M in Q4 2014.
542 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.