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 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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mascoma Wealth Management's AVY Position: Q2 2026 in Review

Mascoma Wealth Management opened a new position in Avery Dennison (AVY) in Q2 2026: 3 shares worth $487. The stake represents ﹤0.01% of the portfolio and ranks #555 among its holdings. This is a return to the name: Mascoma Wealth Management previously reported a position in AVY as recently as Q4 2023.

Mascoma Wealth Management first reported a position in AVY in Q4 2021 and has held it in 10 quarters since. The position peaked at $60K in Q1 2022. 780 funds tracked by Wall St. Rank hold AVY as of Q2 2026.

Mascoma Wealth Management held 3 shares of Avery Dennison worth $487 as of Q2 2026.
Avery Dennison was a new Mascoma Wealth Management position in Q2 2026.
Avery Dennison made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #555 holding.
Mascoma Wealth Management first reported a position in Avery Dennison in Q4 2021 and has held it in 10 quarters since.
Mascoma Wealth Management's Avery Dennison position peaked at $60K in Q1 2022.
780 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.