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Gitterman Wealth Management’s Avery Dennison AVY Stock Holding History

Gitterman Wealth Management’s Portfolio AVY Stock Details AVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,162
Closed -$207K – 342
2025
Q1 		$207K Buy
1,162
+13
+1% +$2.39K 0.06% 117
2024
Q4 		$215K Buy
+1,149
New +$234K 0.09% 108
2023
Q4 		– Sell
-1,584
Closed -$290K – 93
2023
Q3 		$290K Buy
1,584
+160
+11% +$29K 0.14% 38
2023
Q2 		$245K Buy
+1,424
New +$243K 0.11% 59

Other funds holding AVY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gitterman Wealth Management's AVY Position: Q2 2025 in Review

Gitterman Wealth Management sold out of Avery Dennison (AVY) in Q2 2025, closing a stake of 1,162 shares — an estimated $207K sold.

Gitterman Wealth Management first reported a position in AVY in Q2 2023 and held it in 4 quarters. The position peaked at $290K in Q3 2023. 767 funds tracked by Wall St. Rank hold AVY as of Q2 2025.

  • Gitterman Wealth Management reported no remaining Avery Dennison position as of Q2 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 1,162 Avery Dennison shares in Q2 2025, an estimated $207K.
  • Gitterman Wealth Management first reported a position in Avery Dennison in Q2 2023 and held it in 4 quarters.
  • Gitterman Wealth Management's Avery Dennison position peaked at $290K in Q3 2023.
  • 767 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2025.

Based on Gitterman Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.