Stephens Consulting’s AptarGroup ATR Stock Holding History

Stephens Consulting’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	-3	Closed	-$470	–	456
2025 Q2	$470	Buy	+3	New	+$453	﹤0.01%	917

Other funds holding ATR

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

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

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

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 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

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

Stephens Consulting's ATR Position: Q3 2025 in Review

Stephens Consulting sold out of AptarGroup (ATR) in Q3 2025, closing a stake of 3 shares — an estimated $470 sold.

Stephens Consulting first reported a position in ATR in Q2 2025 and held it in 1 quarter. The position peaked at $470 in Q2 2025. 497 funds tracked by Wall St. Rank hold ATR as of Q3 2025.

Stephens Consulting reported no remaining AptarGroup position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 3 AptarGroup shares in Q3 2025, an estimated $470.
Stephens Consulting first reported a position in AptarGroup in Q2 2025 and held it in 1 quarter.
Stephens Consulting's AptarGroup position peaked at $470 in Q2 2025.
497 funds tracked by Wall St. Rank held AptarGroup as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.