Bell Investment Advisors’s Avery Dennison AVY Stock Holding History

Bell Investment 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
2026 Q2	$1.46K	Sell	9 -3	-25%	-$488	﹤0.01%	1444
2026 Q1	$2.07K	Hold	12	–	–	﹤0.01%	1324
2025 Q4	$2.18K	Hold	12	–	–	﹤0.01%	1322
2025 Q3	$1.95K	Buy	12 +3	+33%	+$517	﹤0.01%	1341
2025 Q2	$1.58K	Buy	9 +3	+50%	+$526	﹤0.01%	1437
2025 Q1	$1.07K	Hold	6	–	–	﹤0.01%	1528
2024 Q4	$1.12K	Hold	6	–	–	﹤0.01%	1546
2024 Q3	$1.32K	Hold	6	–	–	﹤0.01%	1506
2024 Q2	$1.31K	Hold	6	–	–	﹤0.01%	1521
2024 Q1	$1.34K	Hold	6	–	–	﹤0.01%	1504
2023 Q4	$1.21K	Hold	6	–	–	﹤0.01%	1526
2023 Q3	$1.1K	Sell	6 -3	-33%	-$543	﹤0.01%	1536
2023 Q2	$1.55K	Sell	9 -3	-25%	-$513	﹤0.01%	1422
2023 Q1	$2.15K	Sell	12 -3	-20%	-$545	﹤0.01%	1227
2022 Q4	$2.71K	Buy	15 +6	+67%	+$1.07K	﹤0.01%	1121
2022 Q3	$1K	Buy	9 +3	+50%	+$544	﹤0.01%	1313
2022 Q2	$1K	Buy	+6	New	+$1.02K	﹤0.01%	1332
2021 Q4	$1K	Sell	3 -2	-40%	-$428	﹤0.01%	1340
2021 Q3	$1K	Buy	+5	New	+$1.07K	﹤0.01%	1268

Other funds holding AVY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bell Investment Advisors's AVY Position: Q2 2026 in Review

Bell Investment Advisors reduced its Avery Dennison (AVY) stake by 25% in Q2 2026, selling an estimated $488 and leaving 9 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Bell Investment Advisors first reported a position in AVY in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.71K in Q4 2022. 775 funds tracked by Wall St. Rank hold AVY as of Q2 2026.

Bell Investment Advisors held 9 shares of Avery Dennison worth $1.46K as of Q2 2026.
Bell Investment Advisors sold 3 Avery Dennison shares in Q2 2026, an estimated $488.
Avery Dennison made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1444 holding.
Bell Investment Advisors first reported a position in Avery Dennison in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Avery Dennison position peaked at $2.71K in Q4 2022.
775 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.