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HighPoint Advisor Group’s AptarGroup ATR Stock Holding History

HighPoint Advisor Group’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
-1,750
Closed -$234K – 1069
2025
Q3 		$234K Sell
1,750
-723
-29% -$105K 0.01% 612
2025
Q2 		$387K Buy
2,473
+18
+0.7% +$2.72K 0.02% 444
2025
Q1 		$369K Hold
2,455
– – 0.02% 433
2024
Q4 		$349K Buy
2,455
+33
+1% +$5.51K 0.02% 462
2024
Q3 		$410K Buy
2,422
+740
+44% +$110K 0.02% 399
2024
Q2 		$245K Buy
1,682
+21
+1% +$3.04K 0.01% 538
2024
Q1 		$246K Buy
1,661
+11
+0.7% +$1.49K 0.02% 525
2023
Q4 		$236K Buy
+1,650
New +$207K 0.02% 533
2021
Q3 		$224K Sell
1,879
-561
-23% -$73.8K 0.02% 483
2021
Q2 		$344K Buy
2,440
+1,013
+71% +$149K 0.03% 374
2021
Q1 		$207K Buy
+1,427
New +$197K 0.02% 452

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

HighPoint Advisor Group's ATR Position: Q4 2025 in Review

HighPoint Advisor Group sold out of AptarGroup (ATR) in Q4 2025, closing a stake of 1,750 shares — an estimated $234K sold.

HighPoint Advisor Group first reported a position in ATR in Q1 2021 and held it in 11 quarters. The position peaked at $410K in Q3 2024. 504 funds tracked by Wall St. Rank hold ATR as of Q4 2025.

  • HighPoint Advisor Group reported no remaining AptarGroup position as of Q4 2025 after selling out during the quarter.
  • HighPoint Advisor Group sold 1,750 AptarGroup shares in Q4 2025, an estimated $234K.
  • HighPoint Advisor Group first reported a position in AptarGroup in Q1 2021 and held it in 11 quarters.
  • HighPoint Advisor Group's AptarGroup position peaked at $410K in Q3 2024.
  • 504 funds tracked by Wall St. Rank held AptarGroup as of Q4 2025.

Based on HighPoint Advisor Group's 13F filing for Q4 2025, filed 4 Feb 2026.