NIA Impact Advisors’s AptarGroup ATR Stock Holding History

NIA Impact 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
2026 Q2	–	Sell	-2,595	Closed	-$327K	–	75
2026 Q1	$327K	Sell	2,595 -6,870	-73%	-$895K	0.15%	78
2025 Q4	$1.15M	Hold	9,465	–	–	0.39%	65
2025 Q3	$1.27M	Sell	9,465 -14	-0.1%	-$2.02K	0.41%	64
2025 Q2	$1.48M	Buy	9,479 +14	+0.1%	+$2.11K	0.51%	62
2025 Q1	$1.4M	Sell	9,465 -225	-2%	-$33.9K	0.52%	66
2024 Q4	$1.52M	Buy	9,690 +100	+1%	+$16.7K	0.5%	64
2024 Q3	$1.54M	Buy	9,590 +20	+0.2%	+$2.96K	0.51%	60
2024 Q2	$1.35M	Buy	9,570 +430	+5%	+$62.2K	0.48%	60
2024 Q1	$1.32M	Buy	+9,140	New	+$1.24M	0.52%	59

Other funds holding ATR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

NIA Impact Advisors's ATR Position: Q2 2026 in Review

NIA Impact Advisors sold out of AptarGroup (ATR) in Q2 2026, closing a stake of 2,595 shares — an estimated $327K sold.

NIA Impact Advisors first reported a position in ATR in Q1 2024 and held it in 9 quarters. The position peaked at $1.54M in Q3 2024. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

NIA Impact Advisors reported no remaining AptarGroup position as of Q2 2026 after selling out during the quarter.
NIA Impact Advisors sold 2,595 AptarGroup shares in Q2 2026, an estimated $327K.
NIA Impact Advisors first reported a position in AptarGroup in Q1 2024 and held it in 9 quarters.
NIA Impact Advisors's AptarGroup position peaked at $1.54M in Q3 2024.
553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on NIA Impact Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.