OneDigital Investment Advisors’s Avery Dennison AVY Stock Holding History

OneDigital Investment Advisors’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 Q1	–	Sell	-1,307	Closed	-$238K	–	1478
2025 Q4	$238K	Buy	1,307 +68	+5%	+$11.8K	﹤0.01%	1347
2025 Q3	$201K	Sell	1,239 -160	-11%	-$27.6K	﹤0.01%	1432
2025 Q2	$245K	Sell	1,399 -6	-0.4%	-$1.05K	﹤0.01%	1283
2025 Q1	$250K	Buy	+1,405	New	+$258K	﹤0.01%	1207
2024 Q4	–	Sell	-937	Closed	-$207K	–	1405
2024 Q3	$207K	Buy	+937	New	+$202K	﹤0.01%	1355
2019 Q3	–	Sell	-96	Closed	-$11K	–	602
2019 Q2	$11K	Hold	96	–	–	﹤0.01%	921
2019 Q1	$11K	Hold	96	–	–	﹤0.01%	857
2018 Q4	$9K	Hold	96	–	–	﹤0.01%	866
2018 Q3	$10K	Hold	96	–	–	﹤0.01%	821
2018 Q2	$10K	Hold	96	–	–	﹤0.01%	1034
2018 Q1	$10K	Buy	96 +1	+1%	+$116	﹤0.01%	1024
2017 Q4	$11K	Hold	95	–	–	﹤0.01%	950
2017 Q3	$9K	Hold	95	–	–	﹤0.01%	819
2017 Q2	$8K	Buy	+95	New	+$7.95K	﹤0.01%	974

Other funds holding AVY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OneDigital Investment Advisors's AVY Position: Q1 2026 in Review

OneDigital Investment Advisors sold out of Avery Dennison (AVY) in Q1 2026, closing a stake of 1,307 shares — an estimated $238K sold.

OneDigital Investment Advisors first reported a position in AVY in Q2 2017 and held it in 14 quarters. The position peaked at $250K in Q1 2025. 793 funds tracked by Wall St. Rank hold AVY as of Q1 2026.

OneDigital Investment Advisors reported no remaining Avery Dennison position as of Q1 2026 after selling out during the quarter.
OneDigital Investment Advisors sold 1,307 Avery Dennison shares in Q1 2026, an estimated $238K.
OneDigital Investment Advisors first reported a position in Avery Dennison in Q2 2017 and held it in 14 quarters.
OneDigital Investment Advisors's Avery Dennison position peaked at $250K in Q1 2025.
793 funds tracked by Wall St. Rank held Avery Dennison as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.