FFM
BERY

Forum Financial Management’s Berry Global Group, Inc. BERY Stock Holding History

Forum Financial Management’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
-2,867
Closed -$200K – 988
2025
Q1 		$200K Sell
2,867
-1,140
-28% -$79.2K ﹤0.01% 828
2024
Q4 		$259K Buy
+4,007
New +$264K ﹤0.01% 702
2022
Q1 		– Sell
-3,119
Closed -$211K – 685
2021
Q4 		$211K Buy
+3,119
New +$193K 0.01% 596

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

Forum Financial Management's BERY Position: Q2 2025 in Review

Forum Financial Management sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 2,867 shares — an estimated $200K sold.

Forum Financial Management first reported a position in BERY in Q4 2021 and held it in 3 quarters. The position peaked at $259K in Q4 2024. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • Forum Financial Management reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • Forum Financial Management sold 2,867 Berry Global Group, Inc. shares in Q2 2025, an estimated $200K.
  • Forum Financial Management first reported a position in Berry Global Group, Inc. in Q4 2021 and held it in 3 quarters.
  • Forum Financial Management's Berry Global Group, Inc. position peaked at $259K in Q4 2024.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Forum Financial Management's 13F filing for Q2 2025, filed 30 Jul 2025.