Charles Schwab’s Avery Dennison AVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$119M Sell
735,850
-2,413
-0.3% -$393K 0.02% 689
2026
Q1
$127M Buy
738,263
+23,226
+3% +$4.26M 0.02% 607
2025
Q4
$130M Sell
715,037
-5,676
-0.8% -$982K 0.02% 587
2025
Q3
$117M Buy
720,713
+9,024
+1% +$1.55M 0.02% 629
2025
Q2
$125M Buy
711,689
+1,442
+0.2% +$253K 0.02% 576
2025
Q1
$126M Buy
710,247
+11,156
+2% +$2.05M 0.02% 542
2024
Q4
$131M Buy
699,091
+10,674
+2% +$2.18M 0.02% 533
2024
Q3
$152M Buy
688,417
+1,782
+0.3% +$385K 0.03% 462
2024
Q2
$150M Buy
686,635
+8,448
+1% +$1.88M 0.03% 467
2024
Q1
$151M Buy
678,187
+10,376
+2% +$2.15M 0.04% 437
2023
Q4
$135M Buy
667,811
+15,331
+2% +$2.86M 0.03% 443
2023
Q3
$119M Buy
652,480
+8,200
+1% +$1.48M 0.03% 438
2023
Q2
$111M Sell
644,280
-4,051
-0.6% -$693K 0.03% 471
2023
Q1
$116M Buy
648,331
+4,370
+0.7% +$794K 0.04% 445
2022
Q4
$117M Buy
643,961
+20,623
+3% +$3.67M 0.04% 426
2022
Q3
$101M Buy
623,338
+11,687
+2% +$2.12M 0.04% 438
2022
Q2
$99M Buy
611,651
+4,342
+0.7% +$742K 0.03% 459
2022
Q1
$106M Buy
607,309
+19,223
+3% +$3.57M 0.03% 490
2021
Q4
$127M Buy
588,086
+13,220
+2% +$2.83M 0.04% 432
2021
Q3
$119M Buy
574,866
+11,798
+2% +$2.53M 0.04% 419
2021
Q2
$118M Buy
563,068
+10,508
+2% +$2.21M 0.04% 427
2021
Q1
$101M Buy
552,560
+4,679
+0.9% +$799K 0.04% 448
2020
Q4
$85M Buy
547,881
+4,427
+0.8% +$641K 0.03% 484
2020
Q3
$69.5M Sell
543,454
-80,641
-13% -$9.52M 0.03% 483
2020
Q2
$71.2M Buy
624,095
+35,040
+6% +$3.85M 0.03% 475
2020
Q1
$60M Buy
589,055
+37,958
+7% +$4.65M 0.04% 456
2019
Q4
$72.1M Sell
551,097
-81
-0% -$10.2K 0.04% 446
2019
Q3
$62.6M Buy
551,178
+8,077
+1% +$921K 0.04% 473
2019
Q2
$62.8M Buy
543,101
+17,976
+3% +$1.97M 0.04% 467
2019
Q1
$59.3M Buy
525,125
+18,632
+4% +$1.92M 0.04% 462
2018
Q4
$45.5M Buy
506,493
+13,383
+3% +$1.26M 0.03% 491
2018
Q3
$53.4M Buy
493,110
+26,954
+6% +$2.9M 0.04% 500
2018
Q2
$47.6M Buy
466,156
+12,647
+3% +$1.34M 0.03% 524
2018
Q1
$48.2M Buy
453,509
+18,282
+4% +$2.12M 0.04% 492
2017
Q4
$50M Sell
435,227
-60,491
-12% -$6.54M 0.04% 452
2017
Q3
$48.7M Sell
495,718
-5,344
-1% -$503K 0.04% 427
2017
Q2
$44.3M Buy
501,062
+98,593
+24% +$8.25M 0.04% 443
2017
Q1
$32.4M Buy
402,469
+20,040
+5% +$1.56M 0.03% 544
2016
Q4
$26.9M Buy
382,429
+33,202
+10% +$2.41M 0.03% 575
2016
Q3
$27.2M Buy
349,227
+5,883
+2% +$449K 0.03% 543
2016
Q2
$25.7M Buy
343,344
+13,686
+4% +$1.02M 0.03% 522
2016
Q1
$23.8M Sell
329,658
-2,220
-0.7% -$144K 0.03% 540
2015
Q4
$20.8M Buy
331,878
+9,374
+3% +$592K 0.03% 586
2015
Q3
$18.2M Buy
322,504
+5,048
+2% +$305K 0.03% 590
2015
Q2
$19.3M Buy
317,456
+12,955
+4% +$753K 0.03% 586
2015
Q1
$16.1M Sell
304,501
-151,358
-33% -$8.01M 0.02% 677
2014
Q4
$23.6M Buy
455,859
+10,262
+2% +$487K 0.04% 468
2014
Q3
$19.9M Sell
445,597
-16,805
-4% -$818K 0.03% 492
2014
Q2
$23.7M Sell
462,402
-1,106
-0.2% -$54.8K 0.04% 425
2014
Q1
$23.5M Sell
463,508
-61,420
-12% -$3.06M 0.04% 410
2013
Q4
$26.3M Sell
524,928
-333,431
-39% -$15.7M 0.05% 359
2013
Q3
$37.2M Sell
858,359
-1,176
-0.1% -$52.1K 0.08% 248
2013
Q2
$37.4M Buy
+859,535
New +$36.7M 0.08% 233

Other funds holding AVY

Charles Schwab's AVY Position: Q2 2026 in Review

Charles Schwab reduced its Avery Dennison (AVY) stake by 0.33% in Q2 2026, selling an estimated $393K and leaving 735,850 shares worth $119M. The position accounts for 0.02% of the portfolio, ranked #689.

Charles Schwab first reported a position in AVY in Q2 2013 and has held it in 53 quarters since. The position peaked at $152M in Q3 2024. 777 funds tracked by Wall St. Rank hold AVY as of Q2 2026.

  • Charles Schwab held 735,850 shares of Avery Dennison worth $119M as of Q2 2026.
  • Charles Schwab sold 2,413 Avery Dennison shares in Q2 2026, an estimated $393K.
  • Avery Dennison made up 0.02% of Charles Schwab's portfolio in Q2 2026, its #689 holding.
  • Charles Schwab first reported a position in Avery Dennison in Q2 2013 and has held it in 53 quarters since.
  • Charles Schwab's Avery Dennison position peaked at $152M in Q3 2024.
  • 777 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.