Atria Investments’s AptarGroup ATR Stock Holding History

Atria 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	$280K	Buy	2,226 +14	+0.6%	+$1.82K	﹤0.01%	1798
2025 Q4	$270K	Buy	2,212 +333	+18%	+$41.1K	﹤0.01%	1798
2025 Q3	$251K	Sell	1,879 -1,732	-48%	-$250K	﹤0.01%	1819
2025 Q2	$565K	Buy	3,611 +1,730	+92%	+$261K	0.01%	1353
2025 Q1	$279K	Sell	1,881 -2,668	-59%	-$402K	﹤0.01%	1649
2024 Q4	$715K	Buy	4,549 +250	+6%	+$41.7K	0.01%	1144
2024 Q3	$689K	Buy	4,299 +1,283	+43%	+$190K	0.01%	1168
2024 Q2	$425K	Buy	+3,016	New	+$436K	0.01%	1389
2023 Q2	–	Sell	-8,881	Closed	-$1.05M	–	828
2023 Q1	$1.05M	Buy	+8,881	New	+$1.01M	0.02%	785
2022 Q2	–	Sell	-8,658	Closed	-$1.02M	–	758
2022 Q1	$1.02M	Buy	+8,658	New	+$1.02M	0.02%	849
2019 Q3	–	Sell	-1,919	Closed	-$231K	–	861
2019 Q2	$231K	Buy	+1,919	New	+$219K	0.01%	844

Other funds holding ATR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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