Measured Wealth Private Client Group’s Avery Dennison AVY Stock Holding History

Measured Wealth Private Client Group’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	$36.4K	Hold	224	–	–	0.01%	369
2026 Q1	$38.7K	Hold	224	–	–	0.01%	334
2025 Q4	$40.7K	Hold	224	–	–	0.01%	339
2025 Q3	$36.3K	Buy	+224	New	+$38.6K	0.01%	344
2022 Q1	–	Sell	-1,032	Closed	-$224K	–	175
2021 Q4	$224K	Sell	1,032 -493	-32%	-$105K	0.08%	150
2021 Q3	$316K	Sell	1,525 -357	-19%	-$76.6K	0.12%	114
2021 Q2	$396K	Buy	1,882 +430	+30%	+$90.3K	0.13%	106
2021 Q1	$267K	Buy	+1,452	New	+$248K	0.09%	127
2018 Q4	–	Sell	-545	Closed	-$59K	–	147
2018 Q3	$59K	Buy	+545	New	+$58.6K	0.04%	311

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

Measured Wealth Private Client Group's AVY Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Avery Dennison (AVY) position steady in Q2 2026 at 224 shares worth $36.4K. The position accounts for 0.01% of the portfolio, ranked #369.

Measured Wealth Private Client Group first reported a position in AVY in Q3 2018 and has held it in 9 quarters since. The position peaked at $396K in Q2 2021. 777 funds tracked by Wall St. Rank hold AVY as of Q2 2026.

Measured Wealth Private Client Group held 224 shares of Avery Dennison worth $36.4K as of Q2 2026.
Measured Wealth Private Client Group left its Avery Dennison share count unchanged in Q2 2026.
Avery Dennison made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #369 holding.
Measured Wealth Private Client Group first reported a position in Avery Dennison in Q3 2018 and has held it in 9 quarters since.
Measured Wealth Private Client Group's Avery Dennison position peaked at $396K in Q2 2021.
777 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.