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Parkworth Wealth Management’s Avery Dennison AVY Stock Holding History

Parkworth 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
2025
Q2 		$877 Buy
5
+3
+150% +$526 ﹤0.01% 457
2025
Q1 		$356 Hold
2
– – ﹤0.01% 528
2024
Q4 		$374 Buy
+2
New +$408 ﹤0.01% 521

Other funds holding AVY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Parkworth Wealth Management's AVY Position: Q2 2025 in Review

Parkworth Wealth Management increased its Avery Dennison (AVY) stake by 150% in Q2 2025, buying an estimated $526 and bringing the position to 5 shares worth $877. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Parkworth Wealth Management first reported a position in AVY in Q4 2024 and has held it in 3 quarters since. 767 funds tracked by Wall St. Rank hold AVY as of Q2 2025.

  • Parkworth Wealth Management held 5 shares of Avery Dennison worth $877 as of Q2 2025.
  • Parkworth Wealth Management bought 3 Avery Dennison shares in Q2 2025, an estimated $526.
  • Avery Dennison made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #457 holding.
  • Parkworth Wealth Management first reported a position in Avery Dennison in Q4 2024 and has held it in 3 quarters since.
  • 767 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.