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Kingsview Wealth Management’s Avery Dennison AVY Stock Holding History

Kingsview 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
Q1 		$618K Buy
3,577
+290
+9% +$53.2K 0.01% 829
2025
Q4 		$598K Sell
3,287
-3
-0.1% -$519 0.01% 790
2025
Q3 		$534K Buy
3,290
+22
+0.7% +$3.79K 0.01% 780
2025
Q2 		$573K Sell
3,268
-143
-4% -$25.1K 0.01% 726
2025
Q1 		$607K Sell
3,411
-10
-0.3% -$1.84K 0.01% 670
2024
Q4 		$640K Sell
3,421
-76
-2% -$15.5K 0.01% 667
2024
Q3 		$772K Buy
3,497
+21
+0.6% +$4.53K 0.02% 597
2024
Q2 		$760K Hold
3,476
– – 0.02% 577
2024
Q1 		$776K Buy
3,476
+9
+0.3% +$1.87K 0.02% 566
2023
Q4 		$701K Sell
3,467
-7
-0.2% -$1.31K 0.02% 561
2023
Q3 		$635K Hold
3,474
– – 0.02% 557
2023
Q2 		$597K Hold
3,474
– – 0.02% 548
2023
Q1 		$622K Buy
3,474
+5
+0.1% +$908 0.03% 518
2022
Q4 		$628K Hold
3,469
– – 0.03% 451
2022
Q3 		$564K Hold
3,469
– – 0.03% 472
2022
Q2 		$562K Hold
3,469
– – 0.03% 513
2022
Q1 		$604K Hold
3,469
– – 0.03% 530
2021
Q4 		$751K Buy
3,469
+52
+2% +$11.1K 0.03% 479
2021
Q3 		$708K Buy
3,417
+5
+0.1% +$1.07K 0.03% 467
2021
Q2 		$717K Hold
3,412
– – 0.04% 462
2021
Q1 		$642K Hold
3,412
– – 0.04% 457
2020
Q4 		$529K Hold
3,412
– – 0.04% 433
2020
Q3 		$436K Hold
3,412
– – 0.04% 393
2020
Q2 		$389K Hold
3,412
– – 0.04% 383
2020
Q1 		$348K Buy
3,412
+200
+6% +$24.5K 0.05% 313
2019
Q4 		$420K Hold
3,212
– – 0.05% 313
2019
Q3 		$365K Hold
3,212
– – 0.06% 305
2019
Q2 		$372K Sell
3,212
-82
-2% -$8.97K 0.06% 285
2019
Q1 		$372K Buy
3,294
+15
+0.5% +$1.55K 0.06% 312
2018
Q4 		$295K Buy
+3,279
New +$309K 0.06% 289

Other funds holding AVY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kingsview Wealth Management's AVY Position: Q1 2026 in Review

Kingsview Wealth Management increased its Avery Dennison (AVY) stake by 8.8% in Q1 2026, buying an estimated $53.2K and bringing the position to 3,577 shares worth $618K. The position accounts for 0.01% of the portfolio, ranked #829.

Kingsview Wealth Management first reported a position in AVY in Q4 2018 and has held it in 30 quarters since. The position peaked at $776K in Q1 2024. 788 funds tracked by Wall St. Rank hold AVY as of Q1 2026.

  • Kingsview Wealth Management held 3,577 shares of Avery Dennison worth $618K as of Q1 2026.
  • Kingsview Wealth Management bought 290 Avery Dennison shares in Q1 2026, an estimated $53.2K.
  • Avery Dennison made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #829 holding.
  • Kingsview Wealth Management first reported a position in Avery Dennison in Q4 2018 and has held it in 30 quarters since.
  • Kingsview Wealth Management's Avery Dennison position peaked at $776K in Q1 2024.
  • 788 funds tracked by Wall St. Rank held Avery Dennison as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.