JWM
BERY

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

Jeppson 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
-3,880
Closed -$271K – 221
2025
Q1 		$271K Sell
3,880
-50
-1% -$3.47K 0.1% 166
2024
Q4 		$254K Sell
3,930
-578
-13% -$38.1K 0.09% 170
2024
Q3 		$281K Hold
4,508
– – 0.1% 161
2024
Q2 		$244K Sell
4,508
-55
-1% -$2.99K 0.09% 169
2024
Q1 		$253K Hold
4,563
– – 0.1% 172
2023
Q4 		$282K Hold
4,563
– – 0.12% 158
2023
Q3 		$259K Hold
4,563
– – 0.12% 154
2023
Q2 		$270K Sell
4,563
-11
-0.2% -$601 0.12% 155
2023
Q1 		$247K Hold
4,574
– – 0.11% 169
2022
Q4 		$254K Buy
+4,574
New +$224K 0.11% 168
2022
Q3 		– Sell
-4,704
Closed -$236K – 210
2022
Q2 		$236K Sell
4,704
-28
-0.6% -$1.45K 0.1% 159
2022
Q1 		$251K Sell
4,732
-98
-2% -$5.73K 0.12% 145
2021
Q4 		$327K Sell
4,830
-190
-4% -$11.8K 0.16% 115
2021
Q3 		$280K Buy
5,020
+8
+0.2% +$474 0.15% 120
2021
Q2 		$300K Sell
5,012
-21
-0.4% -$1.26K 0.16% 111
2021
Q1 		$283K Sell
5,033
-11
-0.2% -$571 0.17% 111
2020
Q4 		$260K Buy
5,044
+125
+3% +$5.96K 0.17% 112
2020
Q3 		$218K Buy
+4,919
New +$225K 0.17% 107

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

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

Jeppson Wealth Management sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 3,880 shares — an estimated $271K sold.

Jeppson Wealth Management first reported a position in BERY in Q3 2020 and held it in 18 quarters. The position peaked at $327K in Q4 2021. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • Jeppson Wealth Management reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • Jeppson Wealth Management sold 3,880 Berry Global Group, Inc. shares in Q2 2025, an estimated $271K.
  • Jeppson Wealth Management first reported a position in Berry Global Group, Inc. in Q3 2020 and held it in 18 quarters.
  • Jeppson Wealth Management's Berry Global Group, Inc. position peaked at $327K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Jeppson Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.