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Carolinas Wealth Consulting’s AptarGroup ATR Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-16
Closed -$2.37K – 69
2025
Q1 		$2.37K Buy
+16
New +$2.41K ﹤0.01% 767

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Carolinas Wealth Consulting's ATR Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of AptarGroup (ATR) in Q2 2025, closing a stake of 16 shares — an estimated $2.37K sold.

Carolinas Wealth Consulting first reported a position in ATR in Q1 2025 and held it in 1 quarter. The position peaked at $2.37K in Q1 2025. 505 funds tracked by Wall St. Rank hold ATR as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining AptarGroup position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 16 AptarGroup shares in Q2 2025, an estimated $2.37K.
  • Carolinas Wealth Consulting first reported a position in AptarGroup in Q1 2025 and held it in 1 quarter.
  • Carolinas Wealth Consulting's AptarGroup position peaked at $2.37K in Q1 2025.
  • 505 funds tracked by Wall St. Rank held AptarGroup as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.