IAA
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Independent Advisor Alliance’s Avery Dennison AVY Stock Holding History

Independent Advisor Alliance’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 		$232K Buy
1,430
+266
+23% +$43.3K 0.01% 915
2026
Q1 		$201K Buy
1,164
+35
+3% +$6.43K ﹤0.01% 1500
2025
Q4 		$205K Buy
+1,129
New +$195K 0.01% 933
2025
Q2 		– Sell
-1,176
Closed -$209K – 893
2025
Q1 		$209K Sell
1,176
-781
-40% -$144K 0.01% 760
2024
Q4 		$366K Buy
1,957
+143
+8% +$29.2K ﹤0.01% 1058
2024
Q3 		$400K Buy
1,814
+34
+2% +$7.34K 0.01% 500
2024
Q2 		$389K Buy
1,780
+6
+0.3% +$1.33K 0.01% 511
2024
Q1 		$396K Sell
1,774
-29
-2% -$6.01K 0.01% 504
2023
Q4 		$364K Buy
1,803
+21
+1% +$3.92K 0.01% 502
2023
Q3 		$326K Buy
+1,782
New +$323K 0.01% 501

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 $3.38T AUM 44.17% 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

Independent Advisor Alliance's AVY Position: Q2 2026 in Review

Independent Advisor Alliance increased its Avery Dennison (AVY) stake by 23% in Q2 2026, buying an estimated $43.3K and bringing the position to 1,430 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #915.

Independent Advisor Alliance first reported a position in AVY in Q3 2023 and has held it in 10 quarters since. The position peaked at $400K in Q3 2024. 783 funds tracked by Wall St. Rank hold AVY as of Q2 2026.

  • Independent Advisor Alliance held 1,430 shares of Avery Dennison worth $232K as of Q2 2026.
  • Independent Advisor Alliance bought 266 Avery Dennison shares in Q2 2026, an estimated $43.3K.
  • Avery Dennison made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #915 holding.
  • Independent Advisor Alliance first reported a position in Avery Dennison in Q3 2023 and has held it in 10 quarters since.
  • Independent Advisor Alliance's Avery Dennison position peaked at $400K in Q3 2024.
  • 783 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.