Mosley Wealth Management
ATR icon

Mosley Wealth Management’s AptarGroup ATR Stock Holding History

Mosley 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
2026
Q3 		$304K Sell
2,447
-262
-10% -$34K 0.09% 137
2026
Q2 		$339K Buy
+2,709
New +$329K 0.11% 126

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State Farm Mutual Automobile Insurance
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Mosley Wealth Management's ATR Position: Q3 2026 in Review

Mosley Wealth Management reduced its AptarGroup (ATR) stake by 9.7% in Q3 2026, selling an estimated $34K and leaving 2,447 shares worth $304K. The position accounts for 0.09% of the portfolio, ranked #137.

Mosley Wealth Management first reported a position in ATR in Q2 2026 and has held it in 2 quarters since. The position peaked at $339K in Q2 2026. 449 funds tracked by Wall St. Rank hold ATR as of Q3 2026.

  • Mosley Wealth Management held 2,447 shares of AptarGroup worth $304K as of Q3 2026.
  • Mosley Wealth Management sold 262 AptarGroup shares in Q3 2026, an estimated $34K.
  • AptarGroup made up 0.09% of Mosley Wealth Management's portfolio in Q3 2026, its #137 holding.
  • Mosley Wealth Management first reported a position in AptarGroup in Q2 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's AptarGroup position peaked at $339K in Q2 2026.
  • 449 funds tracked by Wall St. Rank held AptarGroup as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.