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Goldenstone Wealth Management’s Avery Dennison AVY Stock Holding History

Goldenstone 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
Q2 		– Sell
-1,335
Closed -$231K – 78
2026
Q1 		$231K Hold
1,335
– – 0.17% 84
2025
Q4 		$243K Buy
+1,335
New +$231K 0.18% 74

Other funds holding AVY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldenstone Wealth Management's AVY Position: Q2 2026 in Review

Goldenstone Wealth Management sold out of Avery Dennison (AVY) in Q2 2026, closing a stake of 1,335 shares — an estimated $231K sold.

Goldenstone Wealth Management first reported a position in AVY in Q4 2025 and held it in 2 quarters. The position peaked at $243K in Q4 2025. 777 funds tracked by Wall St. Rank hold AVY as of Q2 2026.

  • Goldenstone Wealth Management reported no remaining Avery Dennison position as of Q2 2026 after selling out during the quarter.
  • Goldenstone Wealth Management sold 1,335 Avery Dennison shares in Q2 2026, an estimated $231K.
  • Goldenstone Wealth Management first reported a position in Avery Dennison in Q4 2025 and held it in 2 quarters.
  • Goldenstone Wealth Management's Avery Dennison position peaked at $243K in Q4 2025.
  • 777 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2026.

Based on Goldenstone Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.