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O'Brien Wealth Partners’s AptarGroup ATR Stock Holding History

O'Brien Wealth Partners’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
Q4 		$529K Hold
4,338
– – 0.07% 55
2025
Q3 		$580K Buy
+4,338
New +$627K 0.08% 46

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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 $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

O'Brien Wealth Partners's ATR Position: Q4 2025 in Review

O'Brien Wealth Partners held its AptarGroup (ATR) position steady in Q4 2025 at 4,338 shares worth $529K. The position accounts for 0.07% of the portfolio, ranked #55.

O'Brien Wealth Partners first reported a position in ATR in Q3 2025 and has held it in 2 quarters since. The position peaked at $580K in Q3 2025. 504 funds tracked by Wall St. Rank hold ATR as of Q4 2025.

  • O'Brien Wealth Partners held 4,338 shares of AptarGroup worth $529K as of Q4 2025.
  • O'Brien Wealth Partners left its AptarGroup share count unchanged in Q4 2025.
  • AptarGroup made up 0.07% of O'Brien Wealth Partners's portfolio in Q4 2025, its #55 holding.
  • O'Brien Wealth Partners first reported a position in AptarGroup in Q3 2025 and has held it in 2 quarters since.
  • O'Brien Wealth Partners's AptarGroup position peaked at $580K in Q3 2025.
  • 504 funds tracked by Wall St. Rank held AptarGroup as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.