Mascoma Wealth Management’s Avery Dennison AVY Stock Holding History

Mascoma 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 Q3	–	Sell	-3	Closed	-$487	–	565
2026 Q2	$487	Buy	+3	New	+$488	﹤0.01%	555
2024 Q1	–	Sell	-18	Closed	-$3.64K	–	454
2023 Q4	$3.64K	Sell	18 -39	-68%	-$7.29K	﹤0.01%	418
2023 Q3	$10.4K	Buy	57 +39	+217%	+$7.06K	﹤0.01%	325
2023 Q2	$3.32K	Hold	18	–	–	﹤0.01%	425
2023 Q1	$3.14K	Hold	18	–	–	﹤0.01%	524
2022 Q4	$3.26K	Sell	18 -244	-93%	-$43.5K	﹤0.01%	537
2022 Q3	$43K	Sell	262 -60	-19%	-$10.9K	0.01%	242
2022 Q2	$52K	Sell	322 -24	-7%	-$4.1K	0.02%	234
2022 Q1	$60K	Buy	346 +130	+60%	+$24.2K	0.02%	238
2021 Q4	$47K	Buy	+216	New	+$46.2K	0.02%	226

Other funds holding AVY

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Mascoma Wealth Management's AVY Position: Q3 2026 in Review

Mascoma Wealth Management sold out of Avery Dennison (AVY) in Q3 2026, closing a stake of 3 shares — an estimated $487 sold.

Mascoma Wealth Management first reported a position in AVY in Q4 2021 and held it in 10 quarters. The position peaked at $60K in Q1 2022. 155 funds tracked by Wall St. Rank hold AVY as of Q3 2026.

Mascoma Wealth Management reported no remaining Avery Dennison position as of Q3 2026 after selling out during the quarter.
Mascoma Wealth Management sold 3 Avery Dennison shares in Q3 2026, an estimated $487.
Mascoma Wealth Management first reported a position in Avery Dennison in Q4 2021 and held it in 10 quarters.
Mascoma Wealth Management's Avery Dennison position peaked at $60K in Q1 2022.
155 funds tracked by Wall St. Rank held Avery Dennison as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.