CT
BERY

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

Clearstead Trust’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
-133
Closed -$9.29K – 1551
2025
Q1 		$9.29K Buy
+133
New +$9.24K ﹤0.01% 485

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 $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Clearstead Trust's BERY Position: Q2 2025 in Review

Clearstead Trust sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 133 shares — an estimated $9.29K sold.

Clearstead Trust first reported a position in BERY in Q1 2025 and held it in 1 quarter. The position peaked at $9.29K in Q1 2025. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • Clearstead Trust reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • Clearstead Trust sold 133 Berry Global Group, Inc. shares in Q2 2025, an estimated $9.29K.
  • Clearstead Trust first reported a position in Berry Global Group, Inc. in Q1 2025 and held it in 1 quarter.
  • Clearstead Trust's Berry Global Group, Inc. position peaked at $9.29K in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

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