CWP
BERY

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
2024
Q2 		– Sell
-64,850
Closed -$3.6M – 267
2024
Q1 		$3.6M Buy
+64,850
New +$3.69M 0.53% 13

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

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.