Institute for Wealth Management’s Avery Dennison AVY Stock Holding History

Institute for Wealth Management’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	$12.5K	Buy	+77	New	+$12.5K	﹤0.01%	1267

Other funds holding AVY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Institute for Wealth Management's AVY Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Avery Dennison (AVY) in Q2 2026: 77 shares worth $12.5K. The stake represents ﹤0.01% of the portfolio and ranks #1267 among its holdings.

421 funds tracked by Wall St. Rank hold AVY as of Q2 2026.

Institute for Wealth Management held 77 shares of Avery Dennison worth $12.5K as of Q2 2026.
Avery Dennison was a new Institute for Wealth Management position in Q2 2026.
Avery Dennison made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1267 holding.
421 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.