Farther Finance Advisors’s AptarGroup ATR Stock Holding History

Farther Finance Advisors’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
2026 Q1	$68.4K	Sell	540 -32	-6%	-$4.17K	﹤0.01%	2774
2025 Q4	$69.8K	Sell	572 -721	-56%	-$89.1K	﹤0.01%	2584
2025 Q3	$173K	Buy	1,293 +950	+277%	+$137K	﹤0.01%	1691
2025 Q2	$53.7K	Sell	343 -21	-6%	-$3.17K	﹤0.01%	2104
2025 Q1	$54.3K	Sell	364 -345	-49%	-$51.9K	﹤0.01%	1852
2024 Q4	$111K	Buy	709 +280	+65%	+$46.8K	﹤0.01%	1263
2024 Q3	$68.7K	Sell	429 -984	-70%	-$146K	﹤0.01%	1476
2024 Q2	$196K	Buy	1,413 +1,361	+2,617%	+$197K	0.01%	840
2024 Q1	$7.4K	Sell	52 -5	-9%	-$677	﹤0.01%	1885
2023 Q4	$7.05K	Buy	57 +37	+185%	+$4.65K	﹤0.01%	1792
2023 Q3	$2.5K	Buy	20 +4	+25%	+$491	﹤0.01%	1771
2023 Q2	$1.85K	Buy	16 +13	+433%	+$1.52K	﹤0.01%	1780
2023 Q1	$355	Buy	+3	New	+$341	﹤0.01%	2089

Other funds holding ATR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management

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

Geode Capital Management

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

Dimensional Fund Advisors

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

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return