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Flagship Wealth Advisors’s AptarGroup ATR Stock Holding History

Flagship Wealth 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
2025
Q4 		– Sell
-1,100
Closed -$147K – 391
2025
Q3 		$147K Hold
1,100
– – 0.05% 140
2025
Q2 		$172K Sell
1,100
-1,100
-50% -$166K 0.06% 128
2025
Q1 		$326K Buy
2,200
+1,100
+100% +$166K 0.14% 82
2024
Q4 		$173K Buy
+1,100
New +$184K 0.1% 103

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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Flagship Wealth Advisors's ATR Position: Q4 2025 in Review

Flagship Wealth Advisors sold out of AptarGroup (ATR) in Q4 2025, closing a stake of 1,100 shares — an estimated $147K sold.

Flagship Wealth Advisors first reported a position in ATR in Q4 2024 and held it in 4 quarters. The position peaked at $326K in Q1 2025. 504 funds tracked by Wall St. Rank hold ATR as of Q4 2025.

  • Flagship Wealth Advisors reported no remaining AptarGroup position as of Q4 2025 after selling out during the quarter.
  • Flagship Wealth Advisors sold 1,100 AptarGroup shares in Q4 2025, an estimated $147K.
  • Flagship Wealth Advisors first reported a position in AptarGroup in Q4 2024 and held it in 4 quarters.
  • Flagship Wealth Advisors's AptarGroup position peaked at $326K in Q1 2025.
  • 504 funds tracked by Wall St. Rank held AptarGroup as of Q4 2025.

Based on Flagship Wealth Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.