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JFS Wealth Advisors’s Avery Dennison AVY Stock Holding History

JFS Wealth Advisors’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 		$18.8K Sell
116
-11
-9% -$1.79K ﹤0.01% 784
2026
Q1 		$21.9K Buy
127
+3
+2% +$551 ﹤0.01% 713
2025
Q4 		$22.6K Buy
124
+27
+28% +$4.67K ﹤0.01% 721
2025
Q3 		$15.7K Sell
97
-12
-11% -$2.07K ﹤0.01% 751
2025
Q2 		$19.1K Sell
109
-23
-17% -$4.03K ﹤0.01% 664
2025
Q1 		$23.5K Sell
132
-7
-5% -$1.29K ﹤0.01% 628
2024
Q4 		$26K Hold
139
– – ﹤0.01% 586
2024
Q3 		$30.7K Buy
139
+2
+1% +$432 ﹤0.01% 548
2024
Q2 		$30K Sell
137
-1
-0.7% -$222 ﹤0.01% 510
2024
Q1 		$30.8K Hold
138
– – ﹤0.01% 527
2023
Q4 		$27.9K Buy
138
+10
+8% +$1.87K ﹤0.01% 515
2023
Q3 		$23.4K Buy
128
+2
+2% +$362 ﹤0.01% 506
2023
Q2 		$21.6K Hold
126
– – ﹤0.01% 530
2023
Q1 		$22.5K Sell
126
-22
-15% -$4K ﹤0.01% 502
2022
Q4 		$26.8K Sell
148
-2
-1% -$356 ﹤0.01% 473
2022
Q3 		$24K Sell
150
-17
-10% -$3.08K ﹤0.01% 525
2022
Q2 		$27K Buy
167
+43
+35% +$7.35K ﹤0.01% 523
2022
Q1 		$22K Buy
124
+105
+553% +$19.5K ﹤0.01% 573
2021
Q4 		$4K Buy
+19
New +$4.07K ﹤0.01% 827
2016
Q4 		– Sell
-260
Closed -$20K – 443
2016
Q3 		$20K Hold
260
– – 0.01% 320
2016
Q2 		$19K Hold
260
– – 0.01% 326
2016
Q1 		$19K Hold
260
– – 0.01% 324
2015
Q4 		$16K Hold
260
– – ﹤0.01% 341
2015
Q3 		$15K Hold
260
– – 0.01% 296
2015
Q2 		$16K Hold
260
– – 0.01% 307
2015
Q1 		$14K Hold
260
– – 0.01% 317
2014
Q4 		$13K Hold
260
– – ﹤0.01% 335
2014
Q3 		$12K Hold
260
– – ﹤0.01% 317
2014
Q2 		$13K Buy
+260
New +$12.9K ﹤0.01% 302

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 $3.37T AUM 44.26% 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

JFS Wealth Advisors's AVY Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Avery Dennison (AVY) stake by 8.7% in Q2 2026, selling an estimated $1.79K and leaving 116 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

JFS Wealth Advisors first reported a position in AVY in Q2 2014 and has held it in 29 quarters since. The position peaked at $30.8K in Q1 2024. 777 funds tracked by Wall St. Rank hold AVY as of Q2 2026.

  • JFS Wealth Advisors held 116 shares of Avery Dennison worth $18.8K as of Q2 2026.
  • JFS Wealth Advisors sold 11 Avery Dennison shares in Q2 2026, an estimated $1.79K.
  • Avery Dennison made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #784 holding.
  • JFS Wealth Advisors first reported a position in Avery Dennison in Q2 2014 and has held it in 29 quarters since.
  • JFS Wealth Advisors's Avery Dennison position peaked at $30.8K in Q1 2024.
  • 777 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.