SageView Advisory Group’s AptarGroup ATR Stock Holding History

SageView Advisory 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
2026 Q1	–	Sell	-51	Closed	-$6.22K	–	715
2025 Q4	$6.22K	Buy	+51	New	+$6.3K	﹤0.01%	1894

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 $3.38T AUM 44.17% 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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

SageView Advisory Group's ATR Position: Q1 2026 in Review

SageView Advisory Group sold out of AptarGroup (ATR) in Q1 2026, closing a stake of 51 shares — an estimated $6.22K sold.

SageView Advisory Group first reported a position in ATR in Q4 2025 and held it in 1 quarter. The position peaked at $6.22K in Q4 2025. 546 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

SageView Advisory Group reported no remaining AptarGroup position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 51 AptarGroup shares in Q1 2026, an estimated $6.22K.
SageView Advisory Group first reported a position in AptarGroup in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's AptarGroup position peaked at $6.22K in Q4 2025.
546 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.