Advisor OS’s AptarGroup ATR Stock Holding History

Advisor OS’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 Q3	–	Sell	-1,333	Closed	-$209K	–	477
2025 Q2	$209K	Buy	+1,333	New	+$201K	0.02%	422

Other funds holding ATR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Advisor OS's ATR Position: Q3 2025 in Review

Advisor OS sold out of AptarGroup (ATR) in Q3 2025, closing a stake of 1,333 shares — an estimated $209K sold.

Advisor OS first reported a position in ATR in Q2 2025 and held it in 1 quarter. The position peaked at $209K in Q2 2025. 497 funds tracked by Wall St. Rank hold ATR as of Q3 2025.

Advisor OS reported no remaining AptarGroup position as of Q3 2025 after selling out during the quarter.
Advisor OS sold 1,333 AptarGroup shares in Q3 2025, an estimated $209K.
Advisor OS first reported a position in AptarGroup in Q2 2025 and held it in 1 quarter.
Advisor OS's AptarGroup position peaked at $209K in Q2 2025.
497 funds tracked by Wall St. Rank held AptarGroup as of Q3 2025.

Based on Advisor OS's 13F filing for Q3 2025, filed 12 Nov 2025.