Envestnet Portfolio Solutions
BERY

Envestnet Portfolio Solutions’s Berry Global Group, Inc. BERY Stock Holding History

Envestnet Portfolio Solutions’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
-3,430
Closed -$239K – 1670
2025
Q1 		$239K Buy
+3,430
New +$238K ﹤0.01% 1404
2024
Q4 		– Sell
-3,418
Closed -$213K – 1813
2024
Q3 		$213K Sell
3,418
-1,022
-23% -$60.7K ﹤0.01% 1625
2024
Q2 		$240K Buy
4,440
+387
+10% +$21K ﹤0.01% 1499
2024
Q1 		$225K Sell
4,053
-85
-2% -$4.84K ﹤0.01% 1502
2023
Q4 		$256K Buy
4,138
+164
+4% +$9.25K ﹤0.01% 1376
2023
Q3 		$226K Buy
+3,974
New +$234K ﹤0.01% 1376

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

Envestnet Portfolio Solutions's BERY Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 3,430 shares — an estimated $239K sold.

Envestnet Portfolio Solutions first reported a position in BERY in Q3 2023 and held it in 6 quarters. The position peaked at $256K in Q4 2023. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 3,430 Berry Global Group, Inc. shares in Q2 2025, an estimated $239K.
  • Envestnet Portfolio Solutions first reported a position in Berry Global Group, Inc. in Q3 2023 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's Berry Global Group, Inc. position peaked at $256K in Q4 2023.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.