HNW
BERY

High Note Wealth’s Berry Global Group, Inc. BERY Stock Holding History

High Note Wealth’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
-63
Closed -$4.4K – 1014
2025
Q1 		$4.4K Hold
63
– – ﹤0.01% 466
2024
Q4 		$4.07K Buy
+63
New +$4.16K ﹤0.01% 542

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

High Note Wealth's BERY Position: Q2 2025 in Review

High Note Wealth sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 63 shares — an estimated $4.4K sold.

High Note Wealth first reported a position in BERY in Q4 2024 and held it in 2 quarters. The position peaked at $4.4K in Q1 2025. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • High Note Wealth reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • High Note Wealth sold 63 Berry Global Group, Inc. shares in Q2 2025, an estimated $4.4K.
  • High Note Wealth first reported a position in Berry Global Group, Inc. in Q4 2024 and held it in 2 quarters.
  • High Note Wealth's Berry Global Group, Inc. position peaked at $4.4K in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on High Note Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.