HWM
BERY

HB Wealth Management’s Berry Global Group, Inc. BERY Stock Holding History

HB Wealth Management’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
-9,519
Closed -$665K – 1315
2025
Q1 		$665K Buy
+9,519
New +$661K 0.01% 678

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

HB Wealth Management's BERY Position: Q2 2025 in Review

HB Wealth Management sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 9,519 shares — an estimated $665K sold.

HB Wealth Management first reported a position in BERY in Q1 2025 and held it in 1 quarter. The position peaked at $665K in Q1 2025. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • HB Wealth Management reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • HB Wealth Management sold 9,519 Berry Global Group, Inc. shares in Q2 2025, an estimated $665K.
  • HB Wealth Management first reported a position in Berry Global Group, Inc. in Q1 2025 and held it in 1 quarter.
  • HB Wealth Management's Berry Global Group, Inc. position peaked at $665K in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on HB Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.