Curated Wealth Partners’s Berry Global Group, Inc. BERY Stock Holding History

Curated Wealth Partners’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	-59,550	Closed	-$4.16M	–	169
2025 Q1	$4.16M	Hold	59,550	–	–	0.54%	13
2024 Q4	$3.85M	Sell	59,550 -5,300	-8%	-$350K	0.44%	14
2024 Q3	$4.05M	Hold	64,850	–	–	0.52%	13
2024 Q2	$3.5M	Buy	+64,850	New	+$3.52M	0.49%	14
2024 Q1	–	Sell	-64,850	Closed	-$3.69M	–	276
2023 Q4	$4.01M	Hold	64,850	–	–	0.66%	14
2023 Q3	$3.69M	Hold	64,850	–	–	0.67%	11
2023 Q2	$3.83M	Hold	64,850	–	–	0.74%	12
2023 Q1	$3.51M	Hold	64,850	–	–	0.79%	10
2022 Q4	$3.6M	Hold	64,850	–	–	0.87%	9
2022 Q3	$2.77M	Hold	64,850	–	–	0.81%	11
2022 Q2	$3.25M	Hold	64,850	–	–	0.96%	8
2022 Q1	$4.39M	Hold	64,850	–	–	1.49%	7
2021 Q4	$4.39M	Hold	64,850	–	–	1.42%	8
2021 Q3	$3.63M	Hold	64,850	–	–	2.02%	8
2021 Q2	$3.88M	Hold	64,850	–	–	2.11%	7
2021 Q1	$3.66M	Hold	64,850	–	–	2.25%	6
2020 Q4	$3.35M	Buy	+64,850	New	+$3.09M	2.17%	6

Other funds holding BERY

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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

Curated Wealth Partners's BERY Position: Q2 2025 in Review

Curated Wealth Partners sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 59,550 shares — an estimated $4.16M sold.

Curated Wealth Partners first reported a position in BERY in Q4 2020 and held it in 17 quarters. The position peaked at $4.39M in Q1 2022. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

Curated Wealth Partners reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
Curated Wealth Partners sold 59,550 Berry Global Group, Inc. shares in Q2 2025, an estimated $4.16M.
Curated Wealth Partners first reported a position in Berry Global Group, Inc. in Q4 2020 and held it in 17 quarters.
Curated Wealth Partners's Berry Global Group, Inc. position peaked at $4.39M in Q1 2022.
5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Curated Wealth Partners's 13F filing for Q2 2025, filed 28 Jul 2025.