CFC Planning Company’s AptarGroup ATR Stock Holding History

CFC Planning Company’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 Q4	–	Sell	-1,537	Closed	-$205K	–	79
2025 Q3	$205K	Buy	+1,537	New	+$222K	0.17%	80

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

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

CFC Planning Company's ATR Position: Q4 2025 in Review

CFC Planning Company sold out of AptarGroup (ATR) in Q4 2025, closing a stake of 1,537 shares — an estimated $205K sold.

CFC Planning Company first reported a position in ATR in Q3 2025 and held it in 1 quarter. The position peaked at $205K in Q3 2025. 503 funds tracked by Wall St. Rank hold ATR as of Q4 2025.

CFC Planning Company reported no remaining AptarGroup position as of Q4 2025 after selling out during the quarter.
CFC Planning Company sold 1,537 AptarGroup shares in Q4 2025, an estimated $205K.
CFC Planning Company first reported a position in AptarGroup in Q3 2025 and held it in 1 quarter.
CFC Planning Company's AptarGroup position peaked at $205K in Q3 2025.
503 funds tracked by Wall St. Rank held AptarGroup as of Q4 2025.

Based on CFC Planning Company's 13F filing for Q4 2025, filed 30 Jan 2026.