Envestnet Portfolio Solutions
ATR icon

Envestnet Portfolio Solutions’s AptarGroup ATR Stock Holding History

Envestnet Portfolio Solutions’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
-2,684
Closed -$420K – 1451
2025
Q2 		$420K Sell
2,684
-351
-12% -$53K ﹤0.01% 1174
2025
Q1 		$450K Sell
3,035
-1,059
-26% -$159K ﹤0.01% 1092
2024
Q4 		$643K Buy
4,094
+2,397
+141% +$400K ﹤0.01% 1112
2024
Q3 		$272K Buy
1,697
+43
+3% +$6.37K ﹤0.01% 1500
2024
Q2 		$233K Sell
1,654
-311
-16% -$45K ﹤0.01% 1516
2024
Q1 		$283K Sell
1,965
-413
-17% -$55.9K ﹤0.01% 1389
2023
Q4 		$294K Sell
2,378
-101
-4% -$12.7K ﹤0.01% 1300
2023
Q3 		$310K Buy
+2,479
New +$304K ﹤0.01% 1213

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

Envestnet Portfolio Solutions's ATR Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of AptarGroup (ATR) in Q3 2025, closing a stake of 2,684 shares — an estimated $420K sold.

Envestnet Portfolio Solutions first reported a position in ATR in Q3 2023 and held it in 8 quarters. The position peaked at $643K in Q4 2024. 498 funds tracked by Wall St. Rank hold ATR as of Q3 2025.

  • Envestnet Portfolio Solutions reported no remaining AptarGroup position as of Q3 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 2,684 AptarGroup shares in Q3 2025, an estimated $420K.
  • Envestnet Portfolio Solutions first reported a position in AptarGroup in Q3 2023 and held it in 8 quarters.
  • Envestnet Portfolio Solutions's AptarGroup position peaked at $643K in Q4 2024.
  • 498 funds tracked by Wall St. Rank held AptarGroup as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.