GWMI
BERY

Guardian Wealth Management (Illinois)’s Berry Global Group, Inc. BERY Stock Holding History

Guardian Wealth Management (Illinois)’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
-31,213
Closed -$2.18M – 226
2025
Q1 		$2.18M Buy
31,213
+1,103
+4% +$76.6K 1.45% 31
2024
Q4 		$1.95M Sell
30,110
-2,549
-8% -$168K 1.33% 27
2024
Q3 		$2.04M Buy
32,659
+400
+1% +$23.8K 1.44% 28
2024
Q2 		$1.74M Buy
32,259
+312
+1% +$16.9K 1.33% 28
2024
Q1 		$1.77M Sell
31,947
-3,468
-10% -$197K 1.37% 28
2023
Q4 		$2.19M Buy
35,415
+484
+1% +$27.3K 1.85% 21
2023
Q3 		$1.99M Buy
34,931
+27
+0.1% +$1.59K 1.86% 20
2023
Q2 		$2.06M Buy
34,904
+743
+2% +$40.6K 1.88% 20
2023
Q1 		$1.85M Buy
34,161
+899
+3% +$49.8K 1.78% 22
2022
Q4 		$1.85M Buy
33,262
+749
+2% +$36.7K 1.82% 19
2022
Q3 		$1.39M Buy
32,513
+320
+1% +$16.1K 1.57% 26
2022
Q2 		$1.61M Buy
+32,193
New +$1.67M 1.74% 20

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

Guardian Wealth Management (Illinois)'s BERY Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 31,213 shares — an estimated $2.18M sold.

Guardian Wealth Management (Illinois) first reported a position in BERY in Q2 2022 and held it in 12 quarters. The position peaked at $2.19M in Q4 2023. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 31,213 Berry Global Group, Inc. shares in Q2 2025, an estimated $2.18M.
  • Guardian Wealth Management (Illinois) first reported a position in Berry Global Group, Inc. in Q2 2022 and held it in 12 quarters.
  • Guardian Wealth Management (Illinois)'s Berry Global Group, Inc. position peaked at $2.19M in Q4 2023.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.