BCWM
BERY

Bartlett & Co Wealth Management’s Berry Global Group, Inc. BERY Stock Holding History

Bartlett & Co 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
-500
Closed -$34.9K – 1351
2025
Q1 		$34.9K Hold
500
– – ﹤0.01% 723
2024
Q4 		$32.3K Sell
500
-45
-8% -$2.97K ﹤0.01% 729
2024
Q3 		$34K Hold
545
– – ﹤0.01% 726
2024
Q2 		$29.4K Hold
545
– – ﹤0.01% 756
2024
Q1 		$30.2K Hold
545
– – ﹤0.01% 748
2023
Q4 		$34.1K Hold
545
– – ﹤0.01% 769
2023
Q3 		$31K Hold
545
– – ﹤0.01% 735
2023
Q2 		$32.2K Buy
+545
New +$29.8K ﹤0.01% 742

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

Bartlett & Co Wealth Management's BERY Position: Q2 2025 in Review

Bartlett & Co Wealth Management sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 500 shares — an estimated $34.9K sold.

Bartlett & Co Wealth Management first reported a position in BERY in Q2 2023 and held it in 8 quarters. The position peaked at $34.9K in Q1 2025. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • Bartlett & Co Wealth Management reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 500 Berry Global Group, Inc. shares in Q2 2025, an estimated $34.9K.
  • Bartlett & Co Wealth Management first reported a position in Berry Global Group, Inc. in Q2 2023 and held it in 8 quarters.
  • Bartlett & Co Wealth Management's Berry Global Group, Inc. position peaked at $34.9K in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.