Lido Advisors
AVY icon

Lido Advisors’s Avery Dennison AVY Stock Holding History

Lido 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 		– Sell
-1,466
Closed -$253K – 2136
2026
Q1 		$253K Buy
1,466
+92
+7% +$16.9K ﹤0.01% 1658
2025
Q4 		$233K Sell
1,374
-1,001
-42% -$173K ﹤0.01% 1695
2025
Q3 		$385K Buy
2,375
+281
+13% +$48.4K ﹤0.01% 1354
2025
Q2 		$368K Buy
+2,094
New +$367K ﹤0.01% 1243
2025
Q1 		– Sell
-1,234
Closed -$231K – 1520
2024
Q4 		$231K Sell
1,234
-141
-10% -$28.8K ﹤0.01% 1323
2024
Q3 		$304K Sell
1,375
-91
-6% -$19.6K ﹤0.01% 1159
2024
Q2 		$321K Sell
1,466
-198
-12% -$44K ﹤0.01% 1088
2024
Q1 		$371K Buy
1,664
+233
+16% +$48.3K ﹤0.01% 991
2023
Q4 		$289K Buy
+1,431
New +$267K ﹤0.01% 1048
2022
Q2 		– Sell
-1,361
Closed -$236K – 935
2022
Q1 		$236K Sell
1,361
-166
-11% -$30.9K ﹤0.01% 902
2021
Q4 		$330K Sell
1,527
-1
-0.1% -$214 ﹤0.01% 770
2021
Q3 		$316K Sell
1,528
-9
-0.6% -$1.93K ﹤0.01% 736
2021
Q2 		$323K Buy
1,537
+4
+0.3% +$840 ﹤0.01% 690
2021
Q1 		$282K Sell
1,533
-337
-18% -$57.5K ﹤0.01% 683
2020
Q4 		$290K Buy
+1,870
New +$271K 0.01% 631

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

Lido Advisors's AVY Position: Q2 2026 in Review

Lido Advisors sold out of Avery Dennison (AVY) in Q2 2026, closing a stake of 1,466 shares — an estimated $253K sold.

Lido Advisors first reported a position in AVY in Q4 2020 and held it in 15 quarters. The position peaked at $385K in Q3 2025. 775 funds tracked by Wall St. Rank hold AVY as of Q2 2026.

  • Lido Advisors reported no remaining Avery Dennison position as of Q2 2026 after selling out during the quarter.
  • Lido Advisors sold 1,466 Avery Dennison shares in Q2 2026, an estimated $253K.
  • Lido Advisors first reported a position in Avery Dennison in Q4 2020 and held it in 15 quarters.
  • Lido Advisors's Avery Dennison position peaked at $385K in Q3 2025.
  • 775 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.