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Alliance Wealth Advisors (Utah)’s Avery Dennison AVY Stock Holding History

Alliance Wealth Advisors (Utah)’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
Q2 		$263K Sell
1,621
-334
-17% -$54.4K 0.05% 203
2026
Q1 		$338K Sell
1,955
-655
-25% -$120K 0.07% 176
2025
Q4 		$475K Sell
2,610
-996
-28% -$172K 0.1% 169
2025
Q3 		$585K Buy
3,606
+192
+6% +$33.1K 0.14% 161
2025
Q2 		$599K Buy
3,414
+60
+2% +$10.5K 0.14% 145
2025
Q1 		$597K Buy
3,354
+45
+1% +$8.28K 0.16% 145
2024
Q4 		$619K Sell
3,309
-1,187
-26% -$242K 0.16% 141
2024
Q3 		$993K Buy
4,496
+182
+4% +$39.3K 0.26% 97
2024
Q2 		$943K Buy
4,314
+175
+4% +$38.8K 0.28% 89
2024
Q1 		$924K Buy
4,139
+299
+8% +$62K 0.28% 91
2023
Q4 		$776K Buy
3,840
+56
+1% +$10.5K 0.26% 92
2023
Q3 		$691K Buy
3,784
+162
+4% +$29.3K 0.26% 90
2023
Q2 		$622K Buy
3,622
+252
+7% +$43.1K 0.23% 102
2023
Q1 		$603K Buy
3,370
+197
+6% +$35.8K 0.24% 99
2022
Q4 		$574K Buy
+3,173
New +$565K 0.26% 95

Other funds holding AVY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s AVY Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Avery Dennison (AVY) stake by 17% in Q2 2026, selling an estimated $54.4K and leaving 1,621 shares worth $263K. The position accounts for 0.05% of the portfolio, ranked #203.

Alliance Wealth Advisors (Utah) first reported a position in AVY in Q4 2022 and has held it in 15 quarters since. The position peaked at $993K in Q3 2024. 777 funds tracked by Wall St. Rank hold AVY as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 1,621 shares of Avery Dennison worth $263K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 334 Avery Dennison shares in Q2 2026, an estimated $54.4K.
  • Avery Dennison made up 0.05% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #203 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Avery Dennison in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s Avery Dennison position peaked at $993K in Q3 2024.
  • 777 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.