Diversify Advisory Services’s Berry Global Group, Inc. BERY Stock Holding History

Diversify Advisory Services’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	-4,069	Closed	-$275K	–	873
2025 Q1	$275K	Buy	4,069 +13	+0.3%	+$903	0.02%	523
2024 Q4	$265K	Sell	4,056 -336	-8%	-$22.2K	0.01%	515
2024 Q3	$278K	Buy	+4,392	New	+$261K	0.02%	521

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

Diversify Advisory Services's BERY Position: Q2 2025 in Review

Diversify Advisory Services sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 4,069 shares — an estimated $275K sold.

Diversify Advisory Services first reported a position in BERY in Q3 2024 and held it in 3 quarters. The position peaked at $278K in Q3 2024. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

Diversify Advisory Services reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
Diversify Advisory Services sold 4,069 Berry Global Group, Inc. shares in Q2 2025, an estimated $275K.
Diversify Advisory Services first reported a position in Berry Global Group, Inc. in Q3 2024 and held it in 3 quarters.
Diversify Advisory Services's Berry Global Group, Inc. position peaked at $278K in Q3 2024.
5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Diversify Advisory Services's 13F filing for Q2 2025, filed 14 Aug 2025.