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Forum Financial Management’s AptarGroup ATR Stock Holding History

Forum Financial 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
Q4 		– Sell
-2,113
Closed -$282K – 1017
2025
Q3 		$282K Buy
2,113
+607
+40% +$87.8K ﹤0.01% 779
2025
Q2 		$236K Buy
1,506
+94
+7% +$14.2K ﹤0.01% 807
2025
Q1 		$210K Buy
+1,412
New +$213K ﹤0.01% 791

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

Forum Financial Management's ATR Position: Q4 2025 in Review

Forum Financial Management sold out of AptarGroup (ATR) in Q4 2025, closing a stake of 2,113 shares — an estimated $282K sold.

Forum Financial Management first reported a position in ATR in Q1 2025 and held it in 3 quarters. The position peaked at $282K in Q3 2025. 504 funds tracked by Wall St. Rank hold ATR as of Q4 2025.

  • Forum Financial Management reported no remaining AptarGroup position as of Q4 2025 after selling out during the quarter.
  • Forum Financial Management sold 2,113 AptarGroup shares in Q4 2025, an estimated $282K.
  • Forum Financial Management first reported a position in AptarGroup in Q1 2025 and held it in 3 quarters.
  • Forum Financial Management's AptarGroup position peaked at $282K in Q3 2025.
  • 504 funds tracked by Wall St. Rank held AptarGroup as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.