GA
AVY icon

GoalVest Advisory’s Avery Dennison AVY Stock Holding History

GoalVest Advisory’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
2026
Q3 		$10.9K Buy
+64
New +$10.9K ﹤0.01% 429
2025
Q1 		– Sell
-10
Closed -$1.87K – 504
2024
Q4 		$1.87K Buy
+10
New +$2.04K ﹤0.01% 344

Other funds holding AVY

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GoalVest Advisory's AVY Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Avery Dennison (AVY) in Q3 2026: 64 shares worth $10.9K. The stake represents ﹤0.01% of the portfolio and ranks #429 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in AVY as recently as Q4 2024.

GoalVest Advisory first reported a position in AVY in Q4 2024 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold AVY as of Q3 2026.

  • GoalVest Advisory held 64 shares of Avery Dennison worth $10.9K as of Q3 2026.
  • Avery Dennison was a new GoalVest Advisory position in Q3 2026.
  • Avery Dennison made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #429 holding.
  • GoalVest Advisory first reported a position in Avery Dennison in Q4 2024 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Avery Dennison as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.