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Elevation Wealth Partners’s Avery Dennison AVY Stock Holding History

Elevation Wealth Partners’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
Q3 		$30.7K Sell
180
-16
-8% -$2.73K 0.01% 531
2026
Q2 		$31.8K Buy
196
+171
+684% +$27.8K 0.01% 436
2026
Q1 		$4.32K Hold
25
– – ﹤0.01% 747
2025
Q4 		$4.55K Sell
25
-475
-95% -$82.1K ﹤0.01% 648
2025
Q3 		$81.1K Hold
500
– – 0.03% 196
2025
Q2 		$87.7K Hold
500
– – 0.03% 184
2025
Q1 		$89K Hold
500
– – 0.04% 182
2024
Q4 		$93.6K Hold
500
– – 0.04% 176
2024
Q3 		$110K Sell
500
-16
-3% -$3.46K 0.05% 155
2024
Q2 		$113K Buy
516
+16
+3% +$3.55K 0.05% 146
2024
Q1 		$112K Hold
500
– – 0.06% 150
2023
Q4 		$91.3K Hold
500
– – 0.05% 160
2023
Q3 		$91.3K Hold
500
– – 0.08% 102
2023
Q2 		$85.9K Hold
500
– – 0.07% 113
2023
Q1 		$89.5K Buy
+500
New +$90.8K 0.08% 110

Other funds holding AVY

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Elevation Wealth Partners's AVY Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Avery Dennison (AVY) stake by 8.2% in Q3 2026, selling an estimated $2.73K and leaving 180 shares worth $30.7K. The position accounts for 0.01% of the portfolio, ranked #531.

Elevation Wealth Partners first reported a position in AVY in Q1 2023 and has held it in 15 quarters since. The position peaked at $113K in Q2 2024. 12 funds tracked by Wall St. Rank hold AVY as of Q3 2026.

  • Elevation Wealth Partners held 180 shares of Avery Dennison worth $30.7K as of Q3 2026.
  • Elevation Wealth Partners sold 16 Avery Dennison shares in Q3 2026, an estimated $2.73K.
  • Avery Dennison made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #531 holding.
  • Elevation Wealth Partners first reported a position in Avery Dennison in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Avery Dennison position peaked at $113K in Q2 2024.
  • 12 funds tracked by Wall St. Rank held Avery Dennison as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.