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Diversify Wealth Management’s Avery Dennison AVY Stock Holding History

Diversify Wealth Management’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
2026
Q2 		$1.34M Buy
8,202
+993
+14% +$162K 0.02% 537
2026
Q1 		$1.17M Buy
7,209
+2,397
+50% +$440K 0.02% 549
2025
Q4 		$903K Buy
4,812
+263
+6% +$45.5K 0.04% 340
2025
Q3 		$793K Buy
4,549
+223
+5% +$38.4K 0.05% 307
2025
Q2 		$756K Buy
4,326
+945
+28% +$166K 0.05% 313
2025
Q1 		$581K Buy
3,381
+786
+30% +$145K 0.04% 331
2024
Q4 		$480K Buy
2,595
+823
+46% +$168K 0.04% 351
2024
Q3 		$368K Buy
1,772
+8
+0.5% +$1.73K 0.04% 364
2024
Q2 		$357K Buy
+1,764
New +$392K 0.04% 329

Other funds holding AVY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Diversify Wealth Management's AVY Position: Q2 2026 in Review

Diversify Wealth Management increased its Avery Dennison (AVY) stake by 14% in Q2 2026, buying an estimated $162K and bringing the position to 8,202 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #537.

Diversify Wealth Management first reported a position in AVY in Q2 2024 and has held it in 9 quarters since. 777 funds tracked by Wall St. Rank hold AVY as of Q2 2026.

  • Diversify Wealth Management held 8,202 shares of Avery Dennison worth $1.34M as of Q2 2026.
  • Diversify Wealth Management bought 993 Avery Dennison shares in Q2 2026, an estimated $162K.
  • Avery Dennison made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #537 holding.
  • Diversify Wealth Management first reported a position in Avery Dennison in Q2 2024 and has held it in 9 quarters since.
  • 777 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.