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Atticus Wealth Management’s AptarGroup ATR Stock Holding History

Atticus Wealth 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
Q3 		– Sell
-60
Closed -$9.39K – 227
2025
Q2 		$9.39K Hold
60
– – ﹤0.01% 484
2025
Q1 		$8.9K Hold
60
– – ﹤0.01% 390
2024
Q4 		$9.43K Hold
60
– – ﹤0.01% 400
2024
Q3 		$9.61K Sell
60
-6
-9% -$889 ﹤0.01% 394
2024
Q2 		$9.29K Hold
66
– – ﹤0.01% 393
2024
Q1 		$9.5K Hold
66
– – ﹤0.01% 406
2023
Q4 		$8.16K Hold
66
– – ﹤0.01% 421
2023
Q3 		$8.25K Hold
66
– – ﹤0.01% 424
2023
Q2 		$7.65K Hold
66
– – ﹤0.01% 420
2023
Q1 		$7.8K Hold
66
– – ﹤0.01% 400
2022
Q4 		$7.26K Sell
66
-150
-69% -$15.4K ﹤0.01% 411
2022
Q3 		$22K Hold
216
– – 0.01% 300
2022
Q2 		$22K Buy
216
+150
+227% +$16.4K 0.01% 327
2022
Q1 		$8K Sell
66
-150
-69% -$17.6K ﹤0.01% 418
2021
Q4 		$26K Buy
+216
New +$26.9K 0.01% 290

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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Atticus Wealth Management's ATR Position: Q3 2025 in Review

Atticus Wealth Management sold out of AptarGroup (ATR) in Q3 2025, closing a stake of 60 shares — an estimated $9.39K sold.

Atticus Wealth Management first reported a position in ATR in Q4 2021 and held it in 15 quarters. The position peaked at $26K in Q4 2021. 497 funds tracked by Wall St. Rank hold ATR as of Q3 2025.

  • Atticus Wealth Management reported no remaining AptarGroup position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 60 AptarGroup shares in Q3 2025, an estimated $9.39K.
  • Atticus Wealth Management first reported a position in AptarGroup in Q4 2021 and held it in 15 quarters.
  • Atticus Wealth Management's AptarGroup position peaked at $26K in Q4 2021.
  • 497 funds tracked by Wall St. Rank held AptarGroup as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.