Corient Private Wealth
BERY

Corient Private Wealth’s Berry Global Group, Inc. BERY Stock Holding History

Corient Private Wealth’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
-6,103
Closed -$426K – 2558
2025
Q1 		$426K Sell
6,103
-717
-11% -$49.8K ﹤0.01% 1673
2024
Q4 		$441K Sell
6,820
-2,654
-28% -$175K ﹤0.01% 1690
2024
Q3 		$591K Buy
9,474
+669
+8% +$39.8K ﹤0.01% 1644
2024
Q2 		$476K Sell
8,805
-1,745
-17% -$94.8K ﹤0.01% 1670
2024
Q1 		$586K Sell
10,550
-2,563
-20% -$146K ﹤0.01% 1553
2023
Q4 		$811K Buy
13,113
+2,170
+20% +$122K ﹤0.01% 1372
2023
Q3 		$622K Sell
10,943
-408
-4% -$24K ﹤0.01% 1376
2023
Q2 		$671K Sell
11,351
-767
-6% -$41.9K ﹤0.01% 1309
2023
Q1 		$655K Sell
12,118
-72
-0.6% -$3.99K ﹤0.01% 1262
2022
Q4 		$676K Buy
+12,190
New +$597K ﹤0.01% 1047

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

Corient Private Wealth's BERY Position: Q2 2025 in Review

Corient Private Wealth sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 6,103 shares — an estimated $426K sold.

Corient Private Wealth first reported a position in BERY in Q4 2022 and held it in 10 quarters. The position peaked at $811K in Q4 2023. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • Corient Private Wealth reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • Corient Private Wealth sold 6,103 Berry Global Group, Inc. shares in Q2 2025, an estimated $426K.
  • Corient Private Wealth first reported a position in Berry Global Group, Inc. in Q4 2022 and held it in 10 quarters.
  • Corient Private Wealth's Berry Global Group, Inc. position peaked at $811K in Q4 2023.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Corient Private Wealth's 13F filing for Q2 2025, filed 15 Aug 2025.