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TCV Trust & Wealth Management’s AptarGroup ATR Stock Holding History

TCV Trust & Wealth Management’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
-1,500
Closed -$235K – 225
2025
Q2 		$235K Hold
1,500
– – 0.02% 196
2025
Q1 		$223K Hold
1,500
– – 0.02% 196
2024
Q4 		$236K Buy
+1,500
New +$250K 0.02% 185

Other funds holding ATR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
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

TCV Trust & Wealth Management's ATR Position: Q3 2025 in Review

TCV Trust & Wealth Management sold out of AptarGroup (ATR) in Q3 2025, closing a stake of 1,500 shares — an estimated $235K sold.

TCV Trust & Wealth Management first reported a position in ATR in Q4 2024 and held it in 3 quarters. The position peaked at $236K in Q4 2024. 497 funds tracked by Wall St. Rank hold ATR as of Q3 2025.

  • TCV Trust & Wealth Management reported no remaining AptarGroup position as of Q3 2025 after selling out during the quarter.
  • TCV Trust & Wealth Management sold 1,500 AptarGroup shares in Q3 2025, an estimated $235K.
  • TCV Trust & Wealth Management first reported a position in AptarGroup in Q4 2024 and held it in 3 quarters.
  • TCV Trust & Wealth Management's AptarGroup position peaked at $236K in Q4 2024.
  • 497 funds tracked by Wall St. Rank held AptarGroup as of Q3 2025.

Based on TCV Trust & Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.