Sound View Wealth Advisors Group’s AptarGroup ATR Stock Holding History

Sound View Wealth Advisors 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	$227K	Sell	1,804 -145	-7%	-$18.9K	0.02%	389
2025 Q4	$238K	Buy	1,949 +139	+8%	+$17.2K	0.02%	384
2025 Q3	$242K	Sell	1,810 -100	-5%	-$14.5K	0.02%	390
2025 Q2	$299K	Buy	1,910 +139	+8%	+$21K	0.02%	348
2025 Q1	$263K	Sell	1,771 -32	-2%	-$4.82K	0.02%	354
2024 Q4	$283K	Hold	1,803	–	–	0.02%	349
2024 Q3	$289K	Hold	1,803	–	–	0.02%	336
2024 Q2	$254K	Hold	1,803	–	–	0.03%	328
2024 Q1	$259K	Hold	1,803	–	–	0.03%	323
2023 Q4	$223K	Hold	1,803	–	–	0.02%	357
2023 Q3	$225K	Hold	1,803	–	–	0.03%	335
2023 Q2	$209K	Buy	1,803 +18	+1%	+$2.11K	0.03%	349
2023 Q1	$211K	Sell	1,785 -18	-1%	-$2.05K	0.03%	341
2022 Q4	$223K	Buy	+1,803	New	+$185K	0.02%	357

Other funds holding ATR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Sound View Wealth Advisors Group's ATR Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its AptarGroup (ATR) stake by 7.4% in Q1 2026, selling an estimated $18.9K and leaving 1,804 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #389.

Sound View Wealth Advisors Group first reported a position in ATR in Q4 2022 and has held it in 14 quarters since. The position peaked at $299K in Q2 2025. 542 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

Sound View Wealth Advisors Group held 1,804 shares of AptarGroup worth $227K as of Q1 2026.
Sound View Wealth Advisors Group sold 145 AptarGroup shares in Q1 2026, an estimated $18.9K.
AptarGroup made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #389 holding.
Sound View Wealth Advisors Group first reported a position in AptarGroup in Q4 2022 and has held it in 14 quarters since.
Sound View Wealth Advisors Group's AptarGroup position peaked at $299K in Q2 2025.
542 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.