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GeoWealth Management’s AptarGroup ATR Stock Holding History

GeoWealth 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
-1,993
Closed -$266K – 774
2025
Q3 		$266K Sell
1,993
-6
-0.3% -$868 0.01% 626
2025
Q2 		$313K Buy
1,999
+482
+32% +$72.8K 0.01% 535
2025
Q1 		$225K Buy
1,517
+62
+4% +$9.33K 0.01% 628
2024
Q4 		$229K Buy
1,455
+16
+1% +$2.67K 0.01% 713
2024
Q3 		$231K Sell
1,439
-230
-14% -$34.1K 0.01% 674
2024
Q2 		$235K Buy
1,669
+108
+7% +$15.6K 0.01% 644
2024
Q1 		$225K Buy
+1,561
New +$211K 0.01% 649

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

GeoWealth Management's ATR Position: Q4 2025 in Review

GeoWealth Management sold out of AptarGroup (ATR) in Q4 2025, closing a stake of 1,993 shares — an estimated $266K sold.

GeoWealth Management first reported a position in ATR in Q1 2024 and held it in 7 quarters. The position peaked at $313K in Q2 2025. 504 funds tracked by Wall St. Rank hold ATR as of Q4 2025.

  • GeoWealth Management reported no remaining AptarGroup position as of Q4 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,993 AptarGroup shares in Q4 2025, an estimated $266K.
  • GeoWealth Management first reported a position in AptarGroup in Q1 2024 and held it in 7 quarters.
  • GeoWealth Management's AptarGroup position peaked at $313K in Q2 2025.
  • 504 funds tracked by Wall St. Rank held AptarGroup as of Q4 2025.

Based on GeoWealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.