NewEdge Advisors’s Berry Global Group, Inc. BERY Stock Holding History

NewEdge Advisors’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	-5,432	Closed	-$379K	–	4194
2025 Q1	$379K	Buy	5,432 +474	+10%	+$32.9K	﹤0.01%	1750
2024 Q4	$321K	Sell	4,958 -562	-10%	-$37.1K	﹤0.01%	1841
2024 Q3	$345K	Buy	5,520 +1,199	+28%	+$71.3K	﹤0.01%	1719
2024 Q2	$234K	Sell	4,321 -18,265	-81%	-$992K	﹤0.01%	1845
2024 Q1	$1.25M	Sell	22,586 -817	-3%	-$46.5K	0.01%	886
2023 Q4	$1.45M	Buy	23,403 +14,364	+159%	+$810K	0.01%	783
2023 Q3	$514K	Sell	9,039 -456	-5%	-$26.8K	0.01%	1156
2023 Q2	$561K	Sell	9,495 -278	-3%	-$15.2K	0.01%	1127
2023 Q1	$529K	Buy	9,773 +161	+2%	+$8.91K	0.01%	1090
2022 Q4	$533K	Buy	+9,612	New	+$471K	0.01%	753
2022 Q3	–	Sell	-6,060	Closed	-$304K	–	1679
2022 Q2	$304K	Buy	+6,060	New	+$314K	0.01%	1207
2022 Q1	–	Sell	-8,996	Closed	-$609K	–	1697
2021 Q4	$609K	Buy	+8,996	New	+$557K	0.01%	978
2021 Q2	–	Sell	-7,319	Closed	-$413K	–	1206
2021 Q1	$413K	Buy	+7,319	New	+$380K	0.01%	713
2017 Q3	–	Sell	-96	Closed	-$5.12K	–	1162
2017 Q2	$5.12K	Buy	+96	New	+$4.8K	﹤0.01%	1140

Other funds holding BERY

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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

NewEdge Advisors's BERY Position: Q2 2025 in Review

NewEdge Advisors sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 5,432 shares — an estimated $379K sold.

NewEdge Advisors first reported a position in BERY in Q2 2017 and held it in 14 quarters. The position peaked at $1.45M in Q4 2023. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

NewEdge Advisors reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
NewEdge Advisors sold 5,432 Berry Global Group, Inc. shares in Q2 2025, an estimated $379K.
NewEdge Advisors first reported a position in Berry Global Group, Inc. in Q2 2017 and held it in 14 quarters.
NewEdge Advisors's Berry Global Group, Inc. position peaked at $1.45M in Q4 2023.
5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on NewEdge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.