MWM
AVY icon

Moran Wealth Management’s Avery Dennison AVY Stock Holding History

Moran 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
Q1 		$4.94M Sell
28,634
-1,814
-6% -$333K 0.15% 198
2025
Q4 		$5.54M Sell
30,448
-1,051
-3% -$182K 0.17% 178
2025
Q3 		$5.11M Sell
31,499
-749
-2% -$129K 0.15% 173
2025
Q2 		$5.66M Buy
+32,248
New +$5.65M 0.17% 162

Other funds holding AVY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Moran Wealth Management's AVY Position: Q1 2026 in Review

Moran Wealth Management reduced its Avery Dennison (AVY) stake by 6% in Q1 2026, selling an estimated $333K and leaving 28,634 shares worth $4.94M. The position accounts for 0.15% of the portfolio, ranked #198.

Moran Wealth Management first reported a position in AVY in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.66M in Q2 2025. 788 funds tracked by Wall St. Rank hold AVY as of Q1 2026.

  • Moran Wealth Management held 28,634 shares of Avery Dennison worth $4.94M as of Q1 2026.
  • Moran Wealth Management sold 1,814 Avery Dennison shares in Q1 2026, an estimated $333K.
  • Avery Dennison made up 0.15% of Moran Wealth Management's portfolio in Q1 2026, its #198 holding.
  • Moran Wealth Management first reported a position in Avery Dennison in Q2 2025 and has held it in 4 quarters since.
  • Moran Wealth Management's Avery Dennison position peaked at $5.66M in Q2 2025.
  • 788 funds tracked by Wall St. Rank held Avery Dennison as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.