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Portside Wealth Group’s AptarGroup ATR Stock Holding History

Portside Wealth Group’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
-1,963
Closed -$307K – 485
2025
Q2 		$307K Buy
1,963
+150
+8% +$22.7K 0.05% 350
2025
Q1 		$269K Sell
1,813
-197
-10% -$29.7K 0.04% 361
2024
Q4 		$316K Buy
+2,010
New +$336K 0.05% 317

Other funds holding ATR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
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

Portside Wealth Group's ATR Position: Q3 2025 in Review

Portside Wealth Group sold out of AptarGroup (ATR) in Q3 2025, closing a stake of 1,963 shares — an estimated $307K sold.

Portside Wealth Group first reported a position in ATR in Q4 2024 and held it in 3 quarters. The position peaked at $316K in Q4 2024. 497 funds tracked by Wall St. Rank hold ATR as of Q3 2025.

  • Portside Wealth Group reported no remaining AptarGroup position as of Q3 2025 after selling out during the quarter.
  • Portside Wealth Group sold 1,963 AptarGroup shares in Q3 2025, an estimated $307K.
  • Portside Wealth Group first reported a position in AptarGroup in Q4 2024 and held it in 3 quarters.
  • Portside Wealth Group's AptarGroup position peaked at $316K in Q4 2024.
  • 497 funds tracked by Wall St. Rank held AptarGroup as of Q3 2025.

Based on Portside Wealth Group's 13F filing for Q3 2025, filed 5 Nov 2025.