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 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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Elevation Wealth Partners's AVY Position: Q2 2026 in Review

Elevation Wealth Partners increased its Avery Dennison (AVY) stake by 684% in Q2 2026, buying an estimated $27.8K and bringing the position to 196 shares worth $31.8K. The position accounts for 0.01% of the portfolio, ranked #436.

Elevation Wealth Partners first reported a position in AVY in Q1 2023 and has held it in 14 quarters since. The position peaked at $113K in Q2 2024. 261 funds tracked by Wall St. Rank hold AVY as of Q2 2026.

Elevation Wealth Partners held 196 shares of Avery Dennison worth $31.8K as of Q2 2026.
Elevation Wealth Partners bought 171 Avery Dennison shares in Q2 2026, an estimated $27.8K.
Avery Dennison made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #436 holding.
Elevation Wealth Partners first reported a position in Avery Dennison in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's Avery Dennison position peaked at $113K in Q2 2024.
261 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.