MWM
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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
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

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

Moran Wealth Management's AVY Position: Q2 2026 in Review

Moran Wealth Management reduced its Avery Dennison (AVY) stake by 5% in Q2 2026, selling an estimated $231K and leaving 27,216 shares worth $4.42M. The position accounts for 0.12% of the portfolio, ranked #228.

Moran Wealth Management first reported a position in AVY in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.66M in Q2 2025. 780 funds tracked by Wall St. Rank hold AVY as of Q2 2026.

  • Moran Wealth Management held 27,216 shares of Avery Dennison worth $4.42M as of Q2 2026.
  • Moran Wealth Management sold 1,418 Avery Dennison shares in Q2 2026, an estimated $231K.
  • Avery Dennison made up 0.12% of Moran Wealth Management's portfolio in Q2 2026, its #228 holding.
  • Moran Wealth Management first reported a position in Avery Dennison in Q2 2025 and has held it in 5 quarters since.
  • Moran Wealth Management's Avery Dennison position peaked at $5.66M in Q2 2025.
  • 780 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.