United Asset Strategies’s AptarGroup ATR Stock Holding History

United Asset Strategies’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 Q4	–	Sell	-1,576	Closed	-$211K	–	264
2025 Q3	$211K	Hold	1,576	–	–	0.02%	246
2025 Q2	$247K	Sell	1,576 -174	-10%	-$26.3K	0.02%	228
2025 Q1	$260K	Hold	1,750	–	–	0.02%	218
2024 Q4	$275K	Hold	1,750	–	–	0.03%	207
2024 Q3	$280K	Hold	1,750	–	–	0.03%	207
2024 Q2	$246K	Hold	1,750	–	–	0.02%	207
2024 Q1	$252K	Sell	1,750 -1,000	-36%	-$135K	0.03%	212
2023 Q4	$340K	Hold	2,750	–	–	0.04%	198
2023 Q3	$344K	Hold	2,750	–	–	0.04%	195
2023 Q2	$319K	Hold	2,750	–	–	0.04%	196
2023 Q1	$325K	Hold	2,750	–	–	0.04%	192
2022 Q4	$302K	Sell	2,750 -750	-21%	-$77K	0.04%	192
2022 Q3	$333K	Hold	3,500	–	–	0.05%	175
2022 Q2	$361K	Hold	3,500	–	–	0.05%	170
2022 Q1	$411K	Hold	3,500	–	–	0.05%	161
2021 Q4	$429K	Sell	3,500 -500	-13%	-$62.2K	0.05%	161
2021 Q3	$477K	Hold	4,000	–	–	0.06%	150
2021 Q2	$563K	Hold	4,000	–	–	0.08%	139
2021 Q1	$567K	Hold	4,000	–	–	0.08%	140
2020 Q4	$548K	Hold	4,000	–	–	0.09%	140
2020 Q3	$453K	Hold	4,000	–	–	0.08%	142
2020 Q2	$448K	Sell	4,000 -584	-13%	-$62.1K	0.09%	135
2020 Q1	$456K	Hold	4,584	–	–	0.11%	124
2019 Q4	$530K	Buy	+4,584	New	+$521K	0.1%	148

Other funds holding ATR

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

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

United Asset Strategies's ATR Position: Q4 2025 in Review

United Asset Strategies sold out of AptarGroup (ATR) in Q4 2025, closing a stake of 1,576 shares — an estimated $211K sold.

United Asset Strategies first reported a position in ATR in Q4 2019 and held it in 24 quarters. The position peaked at $567K in Q1 2021. 503 funds tracked by Wall St. Rank hold ATR as of Q4 2025.

United Asset Strategies reported no remaining AptarGroup position as of Q4 2025 after selling out during the quarter.
United Asset Strategies sold 1,576 AptarGroup shares in Q4 2025, an estimated $211K.
United Asset Strategies first reported a position in AptarGroup in Q4 2019 and held it in 24 quarters.
United Asset Strategies's AptarGroup position peaked at $567K in Q1 2021.
503 funds tracked by Wall St. Rank held AptarGroup as of Q4 2025.

Based on United Asset Strategies's 13F filing for Q4 2025, filed 28 Jan 2026.