Superior Planning, LLC’s Avery Dennison AVY Stock Holding History

Superior Planning, LLC’s Portfolio AVY Stock Details AVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.54K	Buy	+9	New	+$1.53K	﹤0.01%	1646

Other funds holding AVY

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

MIM

Meridiem Investment Management London, United Kingdom $3.76B AUM 4.13% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Superior Planning, LLC's AVY Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Avery Dennison (AVY) in Q3 2026: 9 shares worth $1.54K. The stake represents ﹤0.01% of the portfolio and ranks #1646 among its holdings.

542 funds tracked by Wall St. Rank hold AVY as of Q3 2026.

Superior Planning, LLC held 9 shares of Avery Dennison worth $1.54K as of Q3 2026.
Avery Dennison was a new Superior Planning, LLC position in Q3 2026.
Avery Dennison made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1646 holding.
542 funds tracked by Wall St. Rank held Avery Dennison as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.