Arrowroot Family Office’s Avery Dennison AVY Stock Holding History

Arrowroot Family Office’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 Q3	–	Sell	-1,239	Closed	-$217K	–	143
2025 Q2	$217K	Buy	+1,239	New	+$217K	0.1%	132

Other funds holding AVY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Arrowroot Family Office's AVY Position: Q3 2025 in Review

Arrowroot Family Office sold out of Avery Dennison (AVY) in Q3 2025, closing a stake of 1,239 shares — an estimated $217K sold.

Arrowroot Family Office first reported a position in AVY in Q2 2025 and held it in 1 quarter. The position peaked at $217K in Q2 2025. 738 funds tracked by Wall St. Rank hold AVY as of Q3 2025.

Arrowroot Family Office reported no remaining Avery Dennison position as of Q3 2025 after selling out during the quarter.
Arrowroot Family Office sold 1,239 Avery Dennison shares in Q3 2025, an estimated $217K.
Arrowroot Family Office first reported a position in Avery Dennison in Q2 2025 and held it in 1 quarter.
Arrowroot Family Office's Avery Dennison position peaked at $217K in Q2 2025.
738 funds tracked by Wall St. Rank held Avery Dennison as of Q3 2025.

Based on Arrowroot Family Office's 13F filing for Q3 2025, filed 12 Nov 2025.