DWM
BERY

Dakota Wealth Management’s Berry Global Group, Inc. BERY Stock Holding History

Dakota Wealth Management’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
-30,111
Closed -$2.1M – 823
2025
Q1 		$2.1M Sell
30,111
-1,715
-5% -$119K 0.05% 252
2024
Q4 		$2.06M Sell
31,826
-2,772
-8% -$183K 0.05% 257
2024
Q3 		$2.16M Buy
34,598
+7,188
+26% +$427K 0.05% 260
2024
Q2 		$1.48M Buy
+27,410
New +$1.49M 0.03% 301
2023
Q1 		– Sell
-17,678
Closed -$981K – 652
2022
Q4 		$981K Buy
17,678
+412
+2% +$20.2K 0.07% 226
2022
Q3 		$738K Buy
17,266
+1,585
+10% +$79.6K 0.06% 265
2022
Q2 		$787K Buy
15,681
+11,185
+249% +$580K 0.07% 211
2022
Q1 		$239K Buy
4,496
+1,412
+46% +$82.6K 0.02% 386
2021
Q4 		$209K Buy
+3,084
New +$191K 0.02% 352

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

Dakota Wealth Management's BERY Position: Q2 2025 in Review

Dakota Wealth Management sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 30,111 shares — an estimated $2.1M sold.

Dakota Wealth Management first reported a position in BERY in Q4 2021 and held it in 9 quarters. The position peaked at $2.16M in Q3 2024. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • Dakota Wealth Management reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 30,111 Berry Global Group, Inc. shares in Q2 2025, an estimated $2.1M.
  • Dakota Wealth Management first reported a position in Berry Global Group, Inc. in Q4 2021 and held it in 9 quarters.
  • Dakota Wealth Management's Berry Global Group, Inc. position peaked at $2.16M in Q3 2024.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Dakota Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.