SVB Wealth’s AptarGroup ATR Stock Holding History

SVB Wealth’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 Q2	–	Sell	-220	Closed	-$32.6K	–	574
2025 Q1	$32.6K	Buy	+220	New	+$33.1K	﹤0.01%	642

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SVB Wealth's ATR Position: Q2 2025 in Review

SVB Wealth sold out of AptarGroup (ATR) in Q2 2025, closing a stake of 220 shares — an estimated $32.6K sold.

SVB Wealth first reported a position in ATR in Q1 2025 and held it in 1 quarter. The position peaked at $32.6K in Q1 2025. 504 funds tracked by Wall St. Rank hold ATR as of Q2 2025.

SVB Wealth reported no remaining AptarGroup position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 220 AptarGroup shares in Q2 2025, an estimated $32.6K.
SVB Wealth first reported a position in AptarGroup in Q1 2025 and held it in 1 quarter.
SVB Wealth's AptarGroup position peaked at $32.6K in Q1 2025.
504 funds tracked by Wall St. Rank held AptarGroup as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.