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Cherry Tree Wealth Management’s Avery Dennison AVY Stock Holding History

Cherry Tree 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
2025
Q4 		– Sell
-9
Closed -$1.46K – 593
2025
Q3 		$1.46K Hold
9
– – ﹤0.01% 528
2025
Q2 		$1.58K Hold
9
– – ﹤0.01% 541
2025
Q1 		$1.6K Hold
9
– – ﹤0.01% 648
2024
Q4 		$1.69K Hold
9
– – ﹤0.01% 546
2024
Q3 		$1.99K Hold
9
– – ﹤0.01% 537
2024
Q2 		$1.97K Hold
9
– – ﹤0.01% 518
2024
Q1 		$2.01K Hold
9
– – ﹤0.01% 510
2023
Q4 		$1.82K Hold
9
– – ﹤0.01% 508
2023
Q3 		$1.65K Hold
9
– – ﹤0.01% 496
2023
Q2 		$1.55K Buy
+9
New +$1.54K ﹤0.01% 511

Other funds holding AVY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Cherry Tree Wealth Management's AVY Position: Q4 2025 in Review

Cherry Tree Wealth Management sold out of Avery Dennison (AVY) in Q4 2025, closing a stake of 9 shares — an estimated $1.46K sold.

Cherry Tree Wealth Management first reported a position in AVY in Q2 2023 and held it in 10 quarters. The position peaked at $2.01K in Q1 2024. 801 funds tracked by Wall St. Rank hold AVY as of Q4 2025.

  • Cherry Tree Wealth Management reported no remaining Avery Dennison position as of Q4 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 9 Avery Dennison shares in Q4 2025, an estimated $1.46K.
  • Cherry Tree Wealth Management first reported a position in Avery Dennison in Q2 2023 and held it in 10 quarters.
  • Cherry Tree Wealth Management's Avery Dennison position peaked at $2.01K in Q1 2024.
  • 801 funds tracked by Wall St. Rank held Avery Dennison as of Q4 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.