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Axxcess Wealth Management’s AptarGroup ATR Stock Holding History

Axxcess 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
-1,576
Closed -$247K – 927
2025
Q2 		$247K Hold
1,576
– – 0.01% 777
2025
Q1 		$234K Buy
1,576
+1
+0.1% +$151 0.01% 768
2024
Q4 		$248K Hold
1,575
– – 0.01% 732
2024
Q3 		$252K Hold
1,575
– – 0.01% 750
2024
Q2 		$222K Hold
1,575
– – 0.01% 757
2024
Q1 		$227K Buy
+1,575
New +$213K 0.01% 770

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 $3.38T AUM 44.17% 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

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

Axxcess Wealth Management sold out of AptarGroup (ATR) in Q3 2025, closing a stake of 1,576 shares — an estimated $247K sold.

Axxcess Wealth Management first reported a position in ATR in Q1 2024 and held it in 6 quarters. The position peaked at $252K in Q3 2024. 498 funds tracked by Wall St. Rank hold ATR as of Q3 2025.

  • Axxcess Wealth Management reported no remaining AptarGroup position as of Q3 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 1,576 AptarGroup shares in Q3 2025, an estimated $247K.
  • Axxcess Wealth Management first reported a position in AptarGroup in Q1 2024 and held it in 6 quarters.
  • Axxcess Wealth Management's AptarGroup position peaked at $252K in Q3 2024.
  • 498 funds tracked by Wall St. Rank held AptarGroup as of Q3 2025.

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