NC
BERY

NewSquare Capital’s Berry Global Group, Inc. BERY Stock Holding History

NewSquare Capital’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
Closed -$349 – 1393
2025
Q1 		$349 Buy
+5
New +$347 ﹤0.01% 1074
2016
Q4 		– Sell
-68
Closed -$3K – 467
2016
Q3 		$3K Buy
+68
New +$2.67K ﹤0.01% 415

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 $59.2B AUM 26.02% 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

NewSquare Capital's BERY Position: Q2 2025 in Review

NewSquare Capital sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 5 shares — an estimated $349 sold.

NewSquare Capital first reported a position in BERY in Q3 2016 and held it in 2 quarters. The position peaked at $3K in Q3 2016. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • NewSquare Capital reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • NewSquare Capital sold 5 Berry Global Group, Inc. shares in Q2 2025, an estimated $349.
  • NewSquare Capital first reported a position in Berry Global Group, Inc. in Q3 2016 and held it in 2 quarters.
  • NewSquare Capital's Berry Global Group, Inc. position peaked at $3K in Q3 2016.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on NewSquare Capital's 13F filing for Q2 2025, filed 5 Aug 2025.