Litman Gregory Wealth Management’s Avery Dennison AVY Stock Holding History

Litman Gregory 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
2025 Q4	$14.6K	Buy	+80	New	+$13.8K	﹤0.01%	280

Other funds holding AVY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Litman Gregory Wealth Management's AVY Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Avery Dennison (AVY) in Q4 2025: 80 shares worth $14.6K. The stake represents ﹤0.01% of the portfolio and ranks #280 among its holdings.

802 funds tracked by Wall St. Rank hold AVY as of Q4 2025.

Litman Gregory Wealth Management held 80 shares of Avery Dennison worth $14.6K as of Q4 2025.
Avery Dennison was a new Litman Gregory Wealth Management position in Q4 2025.
Avery Dennison made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #280 holding.
802 funds tracked by Wall St. Rank held Avery Dennison as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.