Krilogy Financial’s AptarGroup ATR Stock Holding History

Krilogy Financial’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	-1,835	Closed	-$212K	–	928
2025 Q3	$212K	Buy	+1,835	New	+$265K	0.01%	807

Other funds holding ATR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Krilogy Financial's ATR Position: Q4 2025 in Review

Krilogy Financial sold out of AptarGroup (ATR) in Q4 2025, closing a stake of 1,835 shares — an estimated $212K sold.

Krilogy Financial first reported a position in ATR in Q3 2025 and held it in 1 quarter. The position peaked at $212K in Q3 2025. 504 funds tracked by Wall St. Rank hold ATR as of Q4 2025.

Krilogy Financial reported no remaining AptarGroup position as of Q4 2025 after selling out during the quarter.
Krilogy Financial sold 1,835 AptarGroup shares in Q4 2025, an estimated $212K.
Krilogy Financial first reported a position in AptarGroup in Q3 2025 and held it in 1 quarter.
Krilogy Financial's AptarGroup position peaked at $212K in Q3 2025.
504 funds tracked by Wall St. Rank held AptarGroup as of Q4 2025.

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