MA
BERY

Montag & Associates’s Berry Global Group, Inc. BERY Stock Holding History

Montag & Associates’s Portfolio BERY Stock Details BERY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-14
Closed -$945 – 1037
2025
Q1 		$945 Hold
14
– – ﹤0.01% 958
2024
Q4 		$875 Sell
14
-1
-7% -$66 ﹤0.01% 965
2024
Q3 		$920 Sell
15
-5
-25% -$297 ﹤0.01% 989
2024
Q2 		$1.08K Hold
20
– – ﹤0.01% 926
2024
Q1 		$1.11K Buy
+20
New +$1.14K ﹤0.01% 918

Other funds holding BERY

OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Montag & Associates's BERY Position: Q2 2025 in Review

Montag & Associates sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 14 shares — an estimated $945 sold.

Montag & Associates first reported a position in BERY in Q1 2024 and held it in 5 quarters. The position peaked at $1.11K in Q1 2024. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • Montag & Associates reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • Montag & Associates sold 14 Berry Global Group, Inc. shares in Q2 2025, an estimated $945.
  • Montag & Associates first reported a position in Berry Global Group, Inc. in Q1 2024 and held it in 5 quarters.
  • Montag & Associates's Berry Global Group, Inc. position peaked at $1.11K in Q1 2024.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Montag & Associates's 13F filing for Q2 2025, filed 7 Aug 2025.