NW
BERY

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

NewEdge Wealth’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
-176,946
Closed -$12.4M – 1044
2025
Q1 		$12.4M Sell
176,946
-65,718
-27% -$4.56M 0.22% 97
2024
Q4 		$15.7M Sell
242,664
-32,290
-12% -$2.13M 0.27% 94
2024
Q3 		$17.2M Sell
274,954
-12,012
-4% -$714K 0.31% 81
2024
Q2 		$15.5M Buy
286,966
+70,942
+33% +$3.85M 0.34% 82
2024
Q1 		$11.6M Buy
216,024
+667
+0.3% +$37.9K 0.26% 101
2023
Q4 		$13.3M Sell
215,357
-11,674
-5% -$659K 0.34% 80
2023
Q3 		$12.9M Sell
227,031
-38,012
-14% -$2.23M 0.41% 74
2023
Q2 		$15.7M Sell
265,043
-91,579
-26% -$5M 0.52% 52
2023
Q1 		$19.3M Sell
356,622
-102,246
-22% -$5.66M 0.73% 32
2022
Q4 		$25.5M Sell
458,868
-20,748
-4% -$1.02M 1.1% 19
2022
Q3 		$20.5M Sell
479,616
-216,779
-31% -$10.9M 0.97% 23
2022
Q2 		$34.9M Sell
696,395
-188,819
-21% -$9.79M 1.59% 11
2022
Q1 		$47.1M Sell
885,214
-229,432
-21% -$13.4M 2.09% 9
2021
Q4 		$75.5M Buy
1,114,646
+68,640
+7% +$4.25M 3.17% 4
2021
Q3 		$58.5M Buy
1,046,006
+624,955
+148% +$37M 3.48% 4
2021
Q2 		$25.2M Buy
+421,051
New +$25.3M 1.93% 11

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

NewEdge Wealth's BERY Position: Q2 2025 in Review

NewEdge Wealth sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 176,946 shares — an estimated $12.4M sold.

NewEdge Wealth first reported a position in BERY in Q2 2021 and held it in 16 quarters. The position peaked at $75.5M in Q4 2021. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • NewEdge Wealth reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • NewEdge Wealth sold 176,946 Berry Global Group, Inc. shares in Q2 2025, an estimated $12.4M.
  • NewEdge Wealth first reported a position in Berry Global Group, Inc. in Q2 2021 and held it in 16 quarters.
  • NewEdge Wealth's Berry Global Group, Inc. position peaked at $75.5M in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on NewEdge Wealth's 13F filing for Q2 2025, filed 11 Aug 2025.