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Congress Wealth Management’s AptarGroup ATR Stock Holding History

Congress 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
Q2 		$9.25M Sell
59,118
-15,848
-21% -$2.39M 0.09% 264
2025
Q1 		$11.1M Sell
74,966
-13,108
-15% -$1.97M 0.13% 182
2024
Q4 		$13.8M Sell
88,074
-606
-0.7% -$101K 0.19% 153
2024
Q3 		$14.2M Buy
+88,680
New +$13.1M 0.19% 160

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
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

Congress Wealth Management's ATR Position: Q2 2025 in Review

Congress Wealth Management reduced its AptarGroup (ATR) stake by 21% in Q2 2025, selling an estimated $2.39M and leaving 59,118 shares worth $9.25M. The position accounts for 0.09% of the portfolio, ranked #264.

Congress Wealth Management first reported a position in ATR in Q3 2024 and has held it in 4 quarters since. The position peaked at $14.2M in Q3 2024. 504 funds tracked by Wall St. Rank hold ATR as of Q2 2025.

  • Congress Wealth Management held 59,118 shares of AptarGroup worth $9.25M as of Q2 2025.
  • Congress Wealth Management sold 15,848 AptarGroup shares in Q2 2025, an estimated $2.39M.
  • AptarGroup made up 0.09% of Congress Wealth Management's portfolio in Q2 2025, its #264 holding.
  • Congress Wealth Management first reported a position in AptarGroup in Q3 2024 and has held it in 4 quarters since.
  • Congress Wealth Management's AptarGroup position peaked at $14.2M in Q3 2024.
  • 504 funds tracked by Wall St. Rank held AptarGroup as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.