NewSquare Capital’s AptarGroup ATR Stock Holding History

NewSquare Capital’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	-3	Closed	-$469	–	264
2025 Q2	$469	Buy	+3	New	+$453	﹤0.01%	1143

Other funds holding ATR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BTW

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

NewSquare Capital's ATR Position: Q3 2025 in Review

NewSquare Capital sold out of AptarGroup (ATR) in Q3 2025, closing a stake of 3 shares — an estimated $469 sold.

NewSquare Capital first reported a position in ATR in Q2 2025 and held it in 1 quarter. The position peaked at $469 in Q2 2025. 497 funds tracked by Wall St. Rank hold ATR as of Q3 2025.

NewSquare Capital reported no remaining AptarGroup position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 3 AptarGroup shares in Q3 2025, an estimated $469.
NewSquare Capital first reported a position in AptarGroup in Q2 2025 and held it in 1 quarter.
NewSquare Capital's AptarGroup position peaked at $469 in Q2 2025.
497 funds tracked by Wall St. Rank held AptarGroup as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.