BOSSRA
AVY icon

B.O.S.S. Retirement Advisors’s Avery Dennison AVY Stock Holding History

B.O.S.S. Retirement 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
Q2 		– Sell
-1,587
Closed -$282K – 194
2025
Q1 		$282K Sell
1,587
-269
-14% -$49.5K 0.08% 144
2024
Q4 		$347K Buy
+1,856
New +$379K 0.1% 130
2024
Q1 		– Sell
-2,048
Closed -$414K – 135
2023
Q4 		$414K Sell
2,048
-279
-12% -$52.1K 0.08% 193
2023
Q3 		$425K Sell
2,327
-10
-0.4% -$1.81K 0.09% 194
2023
Q2 		$402K Buy
2,337
+328
+16% +$56.1K 0.09% 186
2023
Q1 		$359K Buy
2,009
+604
+43% +$110K 0.08% 183
2022
Q4 		$255K Buy
+1,405
New +$250K 0.07% 196

Other funds holding AVY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

B.O.S.S. Retirement Advisors's AVY Position: Q2 2025 in Review

B.O.S.S. Retirement Advisors sold out of Avery Dennison (AVY) in Q2 2025, closing a stake of 1,587 shares — an estimated $282K sold.

B.O.S.S. Retirement Advisors first reported a position in AVY in Q4 2022 and held it in 7 quarters. The position peaked at $425K in Q3 2023. 767 funds tracked by Wall St. Rank hold AVY as of Q2 2025.

  • B.O.S.S. Retirement Advisors reported no remaining Avery Dennison position as of Q2 2025 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 1,587 Avery Dennison shares in Q2 2025, an estimated $282K.
  • B.O.S.S. Retirement Advisors first reported a position in Avery Dennison in Q4 2022 and held it in 7 quarters.
  • B.O.S.S. Retirement Advisors's Avery Dennison position peaked at $425K in Q3 2023.
  • 767 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.