Zuckerman Investment Group’s AptarGroup ATR Stock Holding History

Zuckerman Investment Group’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	$1.32M	Hold	10,521	–	–	0.11%	74
2026 Q1	$1.33M	Hold	10,521	–	–	0.12%	65
2025 Q4	$1.28M	Hold	10,521	–	–	0.11%	69
2025 Q3	$1.41M	Buy	10,521 +1	+0%	+$145	0.13%	73
2025 Q2	$1.65M	Hold	10,520	–	–	0.16%	67
2025 Q1	$1.56M	Hold	10,520	–	–	0.17%	66
2024 Q4	$1.64M	Hold	10,520	–	–	0.16%	66
2024 Q3	$1.69M	Hold	10,520	–	–	0.17%	62
2024 Q2	$1.48M	Hold	10,520	–	–	0.17%	61
2024 Q1	$1.51M	Hold	10,520	–	–	0.17%	61
2023 Q4	$1.3M	Buy	+10,520	New	+$1.32M	0.17%	62

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

Zuckerman Investment Group's ATR Position: Q2 2026 in Review

Zuckerman Investment Group held its AptarGroup (ATR) position steady in Q2 2026 at 10,521 shares worth $1.32M. The position accounts for 0.11% of the portfolio, ranked #74.

Zuckerman Investment Group first reported a position in ATR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.69M in Q3 2024. 554 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

Zuckerman Investment Group held 10,521 shares of AptarGroup worth $1.32M as of Q2 2026.
Zuckerman Investment Group left its AptarGroup share count unchanged in Q2 2026.
AptarGroup made up 0.11% of Zuckerman Investment Group's portfolio in Q2 2026, its #74 holding.
Zuckerman Investment Group first reported a position in AptarGroup in Q4 2023 and has held it in 11 quarters since.
Zuckerman Investment Group's AptarGroup position peaked at $1.69M in Q3 2024.
554 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.