Golden State Wealth Management’s Avery Dennison AVY Stock Holding History

Golden State 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
2026 Q1	–	Sell	-5	Closed	-$909	–	1622
2025 Q4	$909	Sell	5 -34	-87%	-$5.88K	﹤0.01%	1525
2025 Q3	$6.33K	Hold	39	–	–	﹤0.01%	1204
2025 Q2	$6.84K	Hold	39	–	–	﹤0.01%	1162
2025 Q1	$6.94K	Sell	39 -3	-7%	-$552	﹤0.01%	1092
2024 Q4	$7.86K	Buy	+42	New	+$8.57K	﹤0.01%	1017
2020 Q2	–	Sell	-17	Closed	-$2K	–	253
2020 Q1	$2K	Buy	+17	New	+$2.08K	﹤0.01%	842
2019 Q4	–	Sell	-17	Closed	-$2K	–	117
2019 Q3	$2K	Hold	17	–	–	﹤0.01%	954
2019 Q2	$1K	Hold	17	–	–	﹤0.01%	1012
2019 Q1	$2K	Buy	+17	New	+$1.76K	﹤0.01%	1008

Other funds holding AVY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Golden State Wealth Management's AVY Position: Q1 2026 in Review

Golden State Wealth Management sold out of Avery Dennison (AVY) in Q1 2026, closing a stake of 5 shares — an estimated $909 sold.

Golden State Wealth Management first reported a position in AVY in Q1 2019 and held it in 9 quarters. The position peaked at $7.86K in Q4 2024. 791 funds tracked by Wall St. Rank hold AVY as of Q1 2026.

Golden State Wealth Management reported no remaining Avery Dennison position as of Q1 2026 after selling out during the quarter.
Golden State Wealth Management sold 5 Avery Dennison shares in Q1 2026, an estimated $909.
Golden State Wealth Management first reported a position in Avery Dennison in Q1 2019 and held it in 9 quarters.
Golden State Wealth Management's Avery Dennison position peaked at $7.86K in Q4 2024.
791 funds tracked by Wall St. Rank held Avery Dennison as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.