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 Q3	$4.88M	Buy	28,614 +1,398	+5%	+$238K	0.13%	201
2026 Q2	$4.42M	Sell	27,216 -1,418	-5%	-$231K	0.12%	228
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

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Moran Wealth Management's AVY Position: Q3 2026 in Review

Moran Wealth Management increased its Avery Dennison (AVY) stake by 5.1% in Q3 2026, buying an estimated $238K and bringing the position to 28,614 shares worth $4.88M. The position accounts for 0.13% of the portfolio, ranked #201.

Moran Wealth Management first reported a position in AVY in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.66M in Q2 2025. 149 funds tracked by Wall St. Rank hold AVY as of Q3 2026.

Moran Wealth Management held 28,614 shares of Avery Dennison worth $4.88M as of Q3 2026.
Moran Wealth Management bought 1,398 Avery Dennison shares in Q3 2026, an estimated $238K.
Avery Dennison made up 0.13% of Moran Wealth Management's portfolio in Q3 2026, its #201 holding.
Moran Wealth Management first reported a position in Avery Dennison in Q2 2025 and has held it in 6 quarters since.
Moran Wealth Management's Avery Dennison position peaked at $5.66M in Q2 2025.
149 funds tracked by Wall St. Rank held Avery Dennison as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.