Benson Wealth Management’s Avery Dennison AVY Stock Holding History

Benson Wealth Management’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 Q1	–	Sell	-3	Closed	-$546	–	353
2025 Q4	$546	Buy	+3	New	+$519	﹤0.01%	332

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

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

Benson Wealth Management's AVY Position: Q1 2026 in Review

Benson Wealth Management sold out of Avery Dennison (AVY) in Q1 2026, closing a stake of 3 shares — an estimated $546 sold.

Benson Wealth Management first reported a position in AVY in Q4 2025 and held it in 1 quarter. The position peaked at $546 in Q4 2025. 791 funds tracked by Wall St. Rank hold AVY as of Q1 2026.

Benson Wealth Management reported no remaining Avery Dennison position as of Q1 2026 after selling out during the quarter.
Benson Wealth Management sold 3 Avery Dennison shares in Q1 2026, an estimated $546.
Benson Wealth Management first reported a position in Avery Dennison in Q4 2025 and held it in 1 quarter.
Benson Wealth Management's Avery Dennison position peaked at $546 in Q4 2025.
791 funds tracked by Wall St. Rank held Avery Dennison as of Q1 2026.

Based on Benson Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.