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Welch & Forbes’s AptarGroup ATR Stock Holding History

Welch & Forbes’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
-1,510
Closed -$202K – 375
2025
Q3 		$202K Hold
1,510
– – ﹤0.01% 378
2025
Q2 		$236K Hold
1,510
– – ﹤0.01% 358
2025
Q1 		$224K Buy
+1,510
New +$227K ﹤0.01% 350

Other funds holding ATR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Welch & Forbes's ATR Position: Q4 2025 in Review

Welch & Forbes sold out of AptarGroup (ATR) in Q4 2025, closing a stake of 1,510 shares — an estimated $202K sold.

Welch & Forbes first reported a position in ATR in Q1 2025 and held it in 3 quarters. The position peaked at $236K in Q2 2025. 504 funds tracked by Wall St. Rank hold ATR as of Q4 2025.

  • Welch & Forbes reported no remaining AptarGroup position as of Q4 2025 after selling out during the quarter.
  • Welch & Forbes sold 1,510 AptarGroup shares in Q4 2025, an estimated $202K.
  • Welch & Forbes first reported a position in AptarGroup in Q1 2025 and held it in 3 quarters.
  • Welch & Forbes's AptarGroup position peaked at $236K in Q2 2025.
  • 504 funds tracked by Wall St. Rank held AptarGroup as of Q4 2025.

Based on Welch & Forbes's 13F filing for Q4 2025, filed 10 Feb 2026.