PWA
AVY icon

Physician Wealth Advisors’s Avery Dennison AVY Stock Holding History

Physician Wealth 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
Q2 		$1.46K Sell
9
-16
-64% -$2.6K ﹤0.01% 1650
2026
Q1 		$4.32K Buy
25
+5
+25% +$918 ﹤0.01% 1057
2025
Q4 		$3.64K Buy
20
+4
+25% +$692 ﹤0.01% 1079
2025
Q3 		$2.6K Buy
16
+7
+78% +$1.21K ﹤0.01% 1114
2025
Q2 		$1.58K Buy
+9
New +$1.58K ﹤0.01% 1149

Other funds holding AVY

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Physician Wealth Advisors's AVY Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Avery Dennison (AVY) stake by 64% in Q2 2026, selling an estimated $2.6K and leaving 9 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

Physician Wealth Advisors first reported a position in AVY in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.32K in Q1 2026. 134 funds tracked by Wall St. Rank hold AVY as of Q2 2026.

  • Physician Wealth Advisors held 9 shares of Avery Dennison worth $1.46K as of Q2 2026.
  • Physician Wealth Advisors sold 16 Avery Dennison shares in Q2 2026, an estimated $2.6K.
  • Avery Dennison made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1650 holding.
  • Physician Wealth Advisors first reported a position in Avery Dennison in Q2 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's Avery Dennison position peaked at $4.32K in Q1 2026.
  • 134 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.