CA
BERY

Clearstead Advisors’s Berry Global Group, Inc. BERY Stock Holding History

Clearstead Advisors’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
-19
Closed -$1.33K – 2903
2025
Q1 		$1.33K Buy
+19
New +$1.32K ﹤0.01% 1956
2024
Q4 		– Sell
-140
Closed -$8.77K – 2199
2024
Q3 		$8.77K Sell
140
-66
-32% -$3.92K ﹤0.01% 1609
2024
Q2 		$11.1K Buy
+206
New +$11.2K ﹤0.01% 1531

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

Clearstead Advisors's BERY Position: Q2 2025 in Review

Clearstead Advisors sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 19 shares — an estimated $1.33K sold.

Clearstead Advisors first reported a position in BERY in Q2 2024 and held it in 3 quarters. The position peaked at $11.1K in Q2 2024. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • Clearstead Advisors reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • Clearstead Advisors sold 19 Berry Global Group, Inc. shares in Q2 2025, an estimated $1.33K.
  • Clearstead Advisors first reported a position in Berry Global Group, Inc. in Q2 2024 and held it in 3 quarters.
  • Clearstead Advisors's Berry Global Group, Inc. position peaked at $11.1K in Q2 2024.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Clearstead Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.