Focus Partners Wealth
BERY

Focus Partners Wealth’s Berry Global Group, Inc. BERY Stock Holding History

Focus Partners Wealth’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
-5,730
Closed -$400K – 2147
2025
Q1 		$400K Buy
5,730
+153
+3% +$10.6K ﹤0.01% 1442
2024
Q4 		$361K Buy
5,577
+120
+2% +$7.92K ﹤0.01% 1467
2024
Q3 		$268K Buy
+5,457
New +$324K ﹤0.01% 1365

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

Focus Partners Wealth's BERY Position: Q2 2025 in Review

Focus Partners Wealth sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 5,730 shares — an estimated $400K sold.

Focus Partners Wealth first reported a position in BERY in Q3 2024 and held it in 3 quarters. The position peaked at $400K in Q1 2025. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • Focus Partners Wealth reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 5,730 Berry Global Group, Inc. shares in Q2 2025, an estimated $400K.
  • Focus Partners Wealth first reported a position in Berry Global Group, Inc. in Q3 2024 and held it in 3 quarters.
  • Focus Partners Wealth's Berry Global Group, Inc. position peaked at $400K in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

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