Mount Yale Investment Advisors’s AptarGroup ATR Stock Holding History

Mount Yale Investment Advisors’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	-2,052	Closed	-$321K	–	741
2025 Q2	$321K	Sell	2,052 -2,241	-52%	-$338K	0.03%	434
2025 Q1	$637K	Sell	4,293 -641	-13%	-$96.5K	0.05%	278
2024 Q4	$775K	Buy	4,934 +3,664	+289%	+$612K	0.06%	253
2024 Q3	$203K	Buy	+1,270	New	+$188K	0.02%	517
2018 Q3	–	Sell	-195	Closed	-$18K	–	941
2018 Q2	$18K	Buy	195 +88	+82%	+$8.19K	﹤0.01%	815
2018 Q1	$10K	Buy	+107	New	+$9.44K	﹤0.01%	841

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Mount Yale Investment Advisors's ATR Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of AptarGroup (ATR) in Q3 2025, closing a stake of 2,052 shares — an estimated $321K sold.

Mount Yale Investment Advisors first reported a position in ATR in Q1 2018 and held it in 6 quarters. The position peaked at $775K in Q4 2024. 498 funds tracked by Wall St. Rank hold ATR as of Q3 2025.

Mount Yale Investment Advisors reported no remaining AptarGroup position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 2,052 AptarGroup shares in Q3 2025, an estimated $321K.
Mount Yale Investment Advisors first reported a position in AptarGroup in Q1 2018 and held it in 6 quarters.
Mount Yale Investment Advisors's AptarGroup position peaked at $775K in Q4 2024.
498 funds tracked by Wall St. Rank held AptarGroup as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.