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Moran Wealth Management’s AptarGroup ATR Stock Holding History

Moran 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
-24,494
Closed -$3.83M – 497
2025
Q2 		$3.83M Buy
24,494
+854
+4% +$129K 0.12% 221
2025
Q1 		$3.51M Buy
23,640
+1,586
+7% +$239K 0.12% 223
2024
Q4 		$3.46M Buy
22,054
+791
+4% +$132K 0.11% 210
2024
Q3 		$3.41M Buy
21,263
+297
+1% +$44K 0.1% 213
2024
Q2 		$2.95M Buy
+20,966
New +$3.03M 0.1% 223

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 $3.38T AUM 44.17% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

Moran Wealth Management sold out of AptarGroup (ATR) in Q3 2025, closing a stake of 24,494 shares — an estimated $3.83M sold.

Moran Wealth Management first reported a position in ATR in Q2 2024 and held it in 5 quarters. The position peaked at $3.83M in Q2 2025. 498 funds tracked by Wall St. Rank hold ATR as of Q3 2025.

  • Moran Wealth Management reported no remaining AptarGroup position as of Q3 2025 after selling out during the quarter.
  • Moran Wealth Management sold 24,494 AptarGroup shares in Q3 2025, an estimated $3.83M.
  • Moran Wealth Management first reported a position in AptarGroup in Q2 2024 and held it in 5 quarters.
  • Moran Wealth Management's AptarGroup position peaked at $3.83M in Q2 2025.
  • 498 funds tracked by Wall St. Rank held AptarGroup as of Q3 2025.

Based on Moran Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.