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OneDigital Investment Advisors’s AptarGroup ATR Stock Holding History

OneDigital 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
Q4 		– Sell
-2,442
Closed -$326K – 1510
2025
Q3 		$326K Sell
2,442
-99
-4% -$14.3K ﹤0.01% 1130
2025
Q2 		$397K Sell
2,541
-7
-0.3% -$1.06K ﹤0.01% 1004
2025
Q1 		$378K Buy
2,548
+480
+23% +$72.3K ﹤0.01% 977
2024
Q4 		$325K Buy
2,068
+46
+2% +$7.68K ﹤0.01% 1095
2024
Q3 		$324K Buy
2,022
+27
+1% +$4K ﹤0.01% 1122
2024
Q2 		$281K Buy
+1,995
New +$289K ﹤0.01% 1137

Other funds holding ATR

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

OneDigital Investment Advisors's ATR Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of AptarGroup (ATR) in Q4 2025, closing a stake of 2,442 shares — an estimated $326K sold.

OneDigital Investment Advisors first reported a position in ATR in Q2 2024 and held it in 6 quarters. The position peaked at $397K in Q2 2025. 504 funds tracked by Wall St. Rank hold ATR as of Q4 2025.

  • OneDigital Investment Advisors reported no remaining AptarGroup position as of Q4 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 2,442 AptarGroup shares in Q4 2025, an estimated $326K.
  • OneDigital Investment Advisors first reported a position in AptarGroup in Q2 2024 and held it in 6 quarters.
  • OneDigital Investment Advisors's AptarGroup position peaked at $397K in Q2 2025.
  • 504 funds tracked by Wall St. Rank held AptarGroup as of Q4 2025.

Based on OneDigital Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.