Creative Financial Designs’s Avery Dennison AVY Stock Holding History

Creative Financial Designs’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	-3	Closed	-$492	–	2069
2025 Q3	$492	Hold	3	–	–	﹤0.01%	1916
2025 Q2	$529	Buy	3 +2	+200%	+$351	﹤0.01%	1888
2025 Q1	$178	Buy	+1	New	+$184	﹤0.01%	1991
2024 Q1	–	Sell	-19	Closed	-$3.84K	–	1666
2023 Q4	$3.84K	Hold	19	–	–	﹤0.01%	1317
2023 Q3	$3.47K	Hold	19	–	–	﹤0.01%	1257
2023 Q2	$3.26K	Buy	+19	New	+$3.25K	﹤0.01%	1246
2021 Q4	–	Sell	-14	Closed	-$3K	–	1215
2021 Q3	$3K	Hold	14	–	–	﹤0.01%	1234
2021 Q2	$3K	Hold	14	–	–	﹤0.01%	1257
2021 Q1	$3K	Hold	14	–	–	﹤0.01%	1141
2020 Q4	$2K	Hold	14	–	–	﹤0.01%	1108
2020 Q3	$2K	Hold	14	–	–	﹤0.01%	1074
2020 Q2	$2K	Buy	+14	New	+$1.54K	﹤0.01%	1005

Other funds holding AVY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Creative Financial Designs's AVY Position: Q4 2025 in Review

Creative Financial Designs sold out of Avery Dennison (AVY) in Q4 2025, closing a stake of 3 shares — an estimated $492 sold.

Creative Financial Designs first reported a position in AVY in Q2 2020 and held it in 12 quarters. The position peaked at $3.84K in Q4 2023. 800 funds tracked by Wall St. Rank hold AVY as of Q4 2025.

Creative Financial Designs reported no remaining Avery Dennison position as of Q4 2025 after selling out during the quarter.
Creative Financial Designs sold 3 Avery Dennison shares in Q4 2025, an estimated $492.
Creative Financial Designs first reported a position in Avery Dennison in Q2 2020 and held it in 12 quarters.
Creative Financial Designs's Avery Dennison position peaked at $3.84K in Q4 2023.
800 funds tracked by Wall St. Rank held Avery Dennison as of Q4 2025.

Based on Creative Financial Designs's 13F filing for Q4 2025, filed 6 Feb 2026.