A4 Wealth Advisors’s Avery Dennison AVY Stock Holding History

A4 Wealth Advisors’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
2025 Q4	–	Sell	-1,510	Closed	-$245K	–	136
2025 Q3	$245K	Buy	+1,510	New	+$260K	0.21%	143

Other funds holding AVY

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

A4 Wealth Advisors's AVY Position: Q4 2025 in Review

A4 Wealth Advisors sold out of Avery Dennison (AVY) in Q4 2025, closing a stake of 1,510 shares — an estimated $245K sold.

A4 Wealth Advisors first reported a position in AVY in Q3 2025 and held it in 1 quarter. The position peaked at $245K in Q3 2025. 801 funds tracked by Wall St. Rank hold AVY as of Q4 2025.

A4 Wealth Advisors reported no remaining Avery Dennison position as of Q4 2025 after selling out during the quarter.
A4 Wealth Advisors sold 1,510 Avery Dennison shares in Q4 2025, an estimated $245K.
A4 Wealth Advisors first reported a position in Avery Dennison in Q3 2025 and held it in 1 quarter.
A4 Wealth Advisors's Avery Dennison position peaked at $245K in Q3 2025.
801 funds tracked by Wall St. Rank held Avery Dennison as of Q4 2025.

Based on A4 Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.