Inspire Investing’s AptarGroup ATR Stock Holding History

Inspire Investing’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
2026 Q1	$726K	Buy	5,760 +3,073	+114%	+$400K	0.04%	377
2025 Q4	$328K	Buy	2,687 +363	+16%	+$44.8K	0.03%	763
2025 Q3	$311K	Buy	2,324 +506	+28%	+$73.2K	0.03%	762
2025 Q2	$284K	Sell	1,818 -300	-14%	-$45.3K	0.03%	739
2025 Q1	$314K	Sell	2,118 -4,682	-69%	-$705K	0.04%	751
2024 Q4	$1.07M	Buy	6,800 +5,024	+283%	+$839K	0.12%	196
2024 Q3	$284K	Sell	1,776 -13,733	-89%	-$2.03M	0.03%	805
2024 Q2	$2.18M	Buy	15,509 +627	+4%	+$90.7K	0.25%	96
2024 Q1	$2.14M	Buy	14,882 +1,245	+9%	+$169K	0.22%	113
2023 Q4	$1.69M	Buy	13,637 +11,193	+458%	+$1.41M	0.19%	133
2023 Q3	$306K	Sell	2,444 -265	-10%	-$32.5K	0.04%	705
2023 Q2	$314K	Buy	2,709 +403	+17%	+$47.2K	0.04%	589
2023 Q1	$273K	Buy	2,306 +161	+8%	+$18.3K	0.03%	653
2022 Q4	$236K	Sell	2,145 -28	-1%	-$2.88K	0.03%	490
2022 Q3	$207K	Buy	2,173 +113	+5%	+$11.8K	0.03%	436
2022 Q2	$213K	Buy	2,060 +71	+4%	+$7.75K	0.03%	400
2022 Q1	$234K	Sell	1,989 -70	-3%	-$8.23K	0.03%	666
2021 Q4	$252K	Buy	2,059 +145	+8%	+$18K	0.03%	361
2021 Q3	$228K	Buy	+1,914	New	+$252K	0.03%	625

Other funds holding ATR

BlackRock New York $5.7T 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return