AWM
BERY

AE Wealth Management’s Berry Global Group, Inc. BERY Stock Holding History

AE Wealth Management’s Portfolio BERY Stock Details BERY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,975
Closed -$208K – 2293
2025
Q1 		$208K Buy
+2,975
New +$207K ﹤0.01% 1263
2024
Q1 		– Sell
-18,461
Closed -$1.13M – 2052
2023
Q4 		$1.13M Sell
18,461
-642
-3% -$36.2K 0.01% 1110
2023
Q3 		$1.09M Buy
19,103
+704
+4% +$41.4K 0.01% 1064
2023
Q2 		$1.09M Hold
18,399
– – 0.01% 1057
2023
Q1 		$995K Sell
18,399
-583
-3% -$32.3K 0.01% 1047
2022
Q4 		$1.05M Buy
18,982
+1,432
+8% +$70.2K 0.01% 960
2022
Q3 		$750K Buy
17,550
+6,604
+60% +$332K 0.01% 1061
2022
Q2 		$549K Sell
10,946
-3,738
-25% -$194K ﹤0.01% 1152
2022
Q1 		$782K Sell
14,684
-1,709
-10% -$99.9K 0.01% 1018
2021
Q4 		$1.11M Sell
16,393
-1,020
-6% -$63.2K 0.01% 898
2021
Q3 		$973K Sell
17,413
-1,279
-7% -$75.8K 0.01% 876
2021
Q2 		$1.12M Buy
18,692
+3,205
+21% +$193K 0.01% 797
2021
Q1 		$873K Buy
15,487
+1,473
+11% +$76.5K 0.01% 823
2020
Q4 		$723K Sell
14,014
-1,998
-12% -$95.3K 0.01% 821
2020
Q3 		$710K Buy
16,012
+1,740
+12% +$79.7K 0.01% 737
2020
Q2 		$581K Buy
+14,272
New +$536K 0.01% 818

Other funds holding BERY

OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

AE Wealth Management's BERY Position: Q2 2025 in Review

AE Wealth Management sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 2,975 shares — an estimated $208K sold.

AE Wealth Management first reported a position in BERY in Q2 2020 and held it in 16 quarters. The position peaked at $1.13M in Q4 2023. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • AE Wealth Management reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • AE Wealth Management sold 2,975 Berry Global Group, Inc. shares in Q2 2025, an estimated $208K.
  • AE Wealth Management first reported a position in Berry Global Group, Inc. in Q2 2020 and held it in 16 quarters.
  • AE Wealth Management's Berry Global Group, Inc. position peaked at $1.13M in Q4 2023.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.