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Gitterman Wealth Management’s AptarGroup ATR Stock Holding History

Gitterman Wealth 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
Q3 		– Sell
-1,004
Closed -$157K – 145
2025
Q2 		$157K Buy
+1,004
New +$152K 0.04% 188

Other funds holding ATR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Gitterman Wealth Management's ATR Position: Q3 2025 in Review

Gitterman Wealth Management sold out of AptarGroup (ATR) in Q3 2025, closing a stake of 1,004 shares — an estimated $157K sold.

Gitterman Wealth Management first reported a position in ATR in Q2 2025 and held it in 1 quarter. The position peaked at $157K in Q2 2025. 497 funds tracked by Wall St. Rank hold ATR as of Q3 2025.

  • Gitterman Wealth Management reported no remaining AptarGroup position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 1,004 AptarGroup shares in Q3 2025, an estimated $157K.
  • Gitterman Wealth Management first reported a position in AptarGroup in Q2 2025 and held it in 1 quarter.
  • Gitterman Wealth Management's AptarGroup position peaked at $157K in Q2 2025.
  • 497 funds tracked by Wall St. Rank held AptarGroup as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.