EWA
BERY

EP Wealth Advisors’s Berry Global Group, Inc. BERY Stock Holding History

EP Wealth Advisors’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
-3,396
Closed -$237K – 1484
2025
Q1 		$237K Buy
+3,396
New +$236K ﹤0.01% 1043

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

EP Wealth Advisors's BERY Position: Q2 2025 in Review

EP Wealth Advisors sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 3,396 shares — an estimated $237K sold.

EP Wealth Advisors first reported a position in BERY in Q1 2025 and held it in 1 quarter. The position peaked at $237K in Q1 2025. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • EP Wealth Advisors reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 3,396 Berry Global Group, Inc. shares in Q2 2025, an estimated $237K.
  • EP Wealth Advisors first reported a position in Berry Global Group, Inc. in Q1 2025 and held it in 1 quarter.
  • EP Wealth Advisors's Berry Global Group, Inc. position peaked at $237K in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.