True Wealth Design’s AptarGroup ATR Stock Holding History

True Wealth Design’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	$27.6K	Buy	219 +208	+1,891%	+$27.1K	0.01%	591
2025 Q4	$1.34K	Sell	11 -50	-82%	-$6.18K	﹤0.01%	1596
2025 Q3	$8.15K	Buy	61 +37	+154%	+$5.35K	﹤0.01%	907
2025 Q2	$3.75K	Buy	24 +5	+26%	+$755	﹤0.01%	923
2025 Q1	$2.82K	Buy	19 +6	+46%	+$903	﹤0.01%	888
2024 Q4	$2.04K	Buy	13 +1	+8%	+$167	﹤0.01%	727
2024 Q3	$1.92K	Buy	12 +7	+140%	+$1.04K	﹤0.01%	807
2024 Q2	$705	Hold	5	–	–	﹤0.01%	591
2024 Q1	$720	Buy	5 +2	+67%	+$271	﹤0.01%	539
2023 Q4	$371	Hold	3	–	–	﹤0.01%	556
2023 Q3	$376	Hold	3	–	–	﹤0.01%	495
2023 Q2	$348	Buy	3 +1	+50%	+$117	﹤0.01%	544
2023 Q1	$237	Hold	2	–	–	﹤0.01%	702
2022 Q4	$220	Buy	+2	New	+$205	﹤0.01%	646

Other funds holding ATR

BlackRock New York $5.7T 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Dimensional Fund Advisors

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

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