Rothwell Investment Advisors, LLC’s Avery Dennison AVY Stock Holding History

Rothwell Investment Advisors, 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	$17.3K	Buy	+102	New	+$17.4K	0.01%	657

Other funds holding AVY

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Rothwell Investment Advisors, LLC's AVY Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Avery Dennison (AVY) in Q3 2026: 102 shares worth $17.3K. The stake represents 0.01% of the portfolio and ranks #657 among its holdings.

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

Rothwell Investment Advisors, LLC held 102 shares of Avery Dennison worth $17.3K as of Q3 2026.
Avery Dennison was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Avery Dennison made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #657 holding.
374 funds tracked by Wall St. Rank held Avery Dennison as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.