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Halbert Hargrove Global Advisors’s Avery Dennison AVY Stock Holding History

Halbert Hargrove Global Advisors’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
Closed -$178 – 343
2025
Q1 		$178 Buy
+1
New +$184 ﹤0.01% 601

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

Halbert Hargrove Global Advisors's AVY Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of Avery Dennison (AVY) in Q2 2025, closing a stake of 1 share — an estimated $178 sold.

Halbert Hargrove Global Advisors first reported a position in AVY in Q1 2025 and held it in 1 quarter. The position peaked at $178 in Q1 2025. 767 funds tracked by Wall St. Rank hold AVY as of Q2 2025.

  • Halbert Hargrove Global Advisors reported no remaining Avery Dennison position as of Q2 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 1 Avery Dennison share in Q2 2025, an estimated $178.
  • Halbert Hargrove Global Advisors first reported a position in Avery Dennison in Q1 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Avery Dennison position peaked at $178 in Q1 2025.
  • 767 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.