EWA
BERY

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

EverSource 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
-25,657
Closed -$1.79M – 4392
2025
Q1 		$1.79M Sell
25,657
-435
-2% -$30.2K 0.1% 165
2024
Q4 		$1.69M Sell
26,092
-5,410
-17% -$357K 0.09% 168
2024
Q3 		$1.97M Buy
31,502
+726
+2% +$43.1K 0.12% 144
2024
Q2 		$1.86M Sell
30,776
-51,439
-63% -$2.79M 0.12% 140
2024
Q1 		$4.28M Sell
82,215
-6,787
-8% -$386K 0.34% 71
2023
Q4 		$5.51M Buy
89,002
+3,845
+5% +$217K 0.5% 47
2023
Q3 		$4.84M Buy
85,157
+242
+0.3% +$14.2K 0.51% 48
2023
Q2 		$5.02M Buy
84,915
+6,289
+8% +$344K 0.55% 42
2023
Q1 		$4.25M Buy
78,626
+13,468
+21% +$746K 0.53% 45
2022
Q4 		$3.62M Buy
65,158
+64,906
+25,756% +$3.18M 0.55% 43
2022
Q3 		$11K Buy
+252
New +$12.7K ﹤0.01% 1115

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

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

EverSource Wealth Advisors sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 25,657 shares — an estimated $1.79M sold.

EverSource Wealth Advisors first reported a position in BERY in Q3 2022 and held it in 11 quarters. The position peaked at $5.51M in Q4 2023. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • EverSource Wealth Advisors reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 25,657 Berry Global Group, Inc. shares in Q2 2025, an estimated $1.79M.
  • EverSource Wealth Advisors first reported a position in Berry Global Group, Inc. in Q3 2022 and held it in 11 quarters.
  • EverSource Wealth Advisors's Berry Global Group, Inc. position peaked at $5.51M in Q4 2023.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

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