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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Independent Advisor Alliance's AVY Position: Q1 2026 in Review

Independent Advisor Alliance increased its Avery Dennison (AVY) stake by 3.1% in Q1 2026, buying an estimated $6.43K and bringing the position to 1,164 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

Independent Advisor Alliance first reported a position in AVY in Q3 2023 and has held it in 9 quarters since. The position peaked at $400K in Q3 2024. 788 funds tracked by Wall St. Rank hold AVY as of Q1 2026.

Independent Advisor Alliance held 1,164 shares of Avery Dennison worth $201K as of Q1 2026.
Independent Advisor Alliance bought 35 Avery Dennison shares in Q1 2026, an estimated $6.43K.
Avery Dennison made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1500 holding.
Independent Advisor Alliance first reported a position in Avery Dennison in Q3 2023 and has held it in 9 quarters since.
Independent Advisor Alliance's Avery Dennison position peaked at $400K in Q3 2024.
788 funds tracked by Wall St. Rank held Avery Dennison as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.