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Mirabella Financial Services’s Avery Dennison AVY Stock Holding History

Mirabella Financial Services’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
-1,812
Closed -$313K – 720
2026
Q1 		$313K Sell
1,812
-885
-33% -$162K 0.03% 483
2025
Q4 		$491K Buy
+2,697
New +$466K 0.05% 271
2024
Q3 		– Sell
-2,001
Closed -$438K – 186
2024
Q2 		$438K Buy
+2,001
New +$444K 0.03% 276

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

Mirabella Financial Services's AVY Position: Q2 2026 in Review

Mirabella Financial Services sold out of Avery Dennison (AVY) in Q2 2026, closing a stake of 1,812 shares — an estimated $313K sold.

Mirabella Financial Services first reported a position in AVY in Q2 2024 and held it in 3 quarters. The position peaked at $491K in Q4 2025. 775 funds tracked by Wall St. Rank hold AVY as of Q2 2026.

  • Mirabella Financial Services reported no remaining Avery Dennison position as of Q2 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 1,812 Avery Dennison shares in Q2 2026, an estimated $313K.
  • Mirabella Financial Services first reported a position in Avery Dennison in Q2 2024 and held it in 3 quarters.
  • Mirabella Financial Services's Avery Dennison position peaked at $491K in Q4 2025.
  • 775 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.