BHWM
BERY

Bay Harbor Wealth Management’s Berry Global Group, Inc. BERY Stock Holding History

Bay Harbor 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
-3
Closed -$209 – 1312
2025
Q1 		$209 Buy
+3
New +$208 ﹤0.01% 656

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

Bay Harbor Wealth Management's BERY Position: Q2 2025 in Review

Bay Harbor Wealth Management sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 3 shares — an estimated $209 sold.

Bay Harbor Wealth Management first reported a position in BERY in Q1 2025 and held it in 1 quarter. The position peaked at $209 in Q1 2025. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • Bay Harbor Wealth Management reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 3 Berry Global Group, Inc. shares in Q2 2025, an estimated $209.
  • Bay Harbor Wealth Management first reported a position in Berry Global Group, Inc. in Q1 2025 and held it in 1 quarter.
  • Bay Harbor Wealth Management's Berry Global Group, Inc. position peaked at $209 in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.