Avantax Advisory Services’s Avery Dennison AVY Stock Holding History

Avantax Advisory Services’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 Q2	$1.89M	Buy	10,762 +1,303	+14%	+$228K	0.01%	828
2025 Q1	$1.68M	Buy	9,459 +1,023	+12%	+$188K	0.01%	837
2024 Q4	$1.58M	Buy	8,436 +565	+7%	+$115K	0.01%	838
2024 Q3	$1.74M	Buy	7,871 +409	+5%	+$88.3K	0.01%	767
2024 Q2	$1.63M	Buy	7,462 +3,039	+69%	+$675K	0.01%	745
2024 Q1	$988K	Buy	4,423 +90	+2%	+$18.7K	0.01%	757
2023 Q4	$876K	Buy	4,333 +250	+6%	+$46.7K	0.01%	761
2023 Q3	$746K	Buy	4,083 +764	+23%	+$138K	0.01%	792
2023 Q2	$570K	Buy	3,319 +677	+26%	+$116K	0.01%	892
2023 Q1	$473K	Buy	+2,642	New	+$480K	0.01%	941
2019 Q4	–	Sell	-2,163	Closed	-$245K	–	831
2019 Q3	$245K	Buy	2,163 +352	+19%	+$40.2K	0.01%	484
2019 Q2	$210K	Sell	1,811 -46	-2%	-$5.03K	0.01%	478
2019 Q1	$210K	Buy	+1,857	New	+$192K	0.01%	449

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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 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

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

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

Avantax Advisory Services's AVY Position: Q2 2025 in Review

Avantax Advisory Services increased its Avery Dennison (AVY) stake by 14% in Q2 2025, buying an estimated $228K and bringing the position to 10,762 shares worth $1.89M. The position accounts for 0.01% of the portfolio, ranked #828.

Avantax Advisory Services first reported a position in AVY in Q1 2019 and has held it in 13 quarters since. 768 funds tracked by Wall St. Rank hold AVY as of Q2 2025.

Avantax Advisory Services held 10,762 shares of Avery Dennison worth $1.89M as of Q2 2025.
Avantax Advisory Services bought 1,303 Avery Dennison shares in Q2 2025, an estimated $228K.
Avery Dennison made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #828 holding.
Avantax Advisory Services first reported a position in Avery Dennison in Q1 2019 and has held it in 13 quarters since.
768 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.