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 Q2	$225K	Sell	1,801 -3	-0.2%	-$364	0.01%	409
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 $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 $3.37T AUM 44.26% 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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Sound View Wealth Advisors Group's ATR Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its AptarGroup (ATR) stake by 0.17% in Q2 2026, selling an estimated $364 and leaving 1,801 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #409.

Sound View Wealth Advisors Group first reported a position in ATR in Q4 2022 and has held it in 15 quarters since. The position peaked at $299K in Q2 2025. 554 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

Sound View Wealth Advisors Group held 1,801 shares of AptarGroup worth $225K as of Q2 2026.
Sound View Wealth Advisors Group sold 3 AptarGroup shares in Q2 2026, an estimated $364.
AptarGroup made up 0.01% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #409 holding.
Sound View Wealth Advisors Group first reported a position in AptarGroup in Q4 2022 and has held it in 15 quarters since.
Sound View Wealth Advisors Group's AptarGroup position peaked at $299K in Q2 2025.
554 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.