Plante Moran Financial Advisors’s Avery Dennison AVY Stock Holding History

Plante Moran Financial 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
2025 Q4	–	Sell	-3	Closed	-$487	–	820
2025 Q3	$487	Buy	+3	New	+$517	﹤0.01%	733
2022 Q3	–	Sell	-14	Closed	-$2K	–	860
2022 Q2	$2K	Buy	+14	New	+$2.39K	﹤0.01%	797
2022 Q1	–	Sell	-29	Closed	-$6K	–	810
2021 Q4	$6K	Buy	+29	New	+$6.21K	﹤0.01%	772
2021 Q3	–	Sell	-25	Closed	-$5K	–	920
2021 Q2	$5K	Hold	25	–	–	﹤0.01%	773
2021 Q1	$5K	Hold	25	–	–	﹤0.01%	766
2020 Q4	$4K	Hold	25	–	–	﹤0.01%	709
2020 Q3	$3K	Hold	25	–	–	﹤0.01%	739
2020 Q2	$3K	Buy	+25	New	+$2.75K	﹤0.01%	628
2018 Q4	–	Sell	-23	Closed	-$2K	–	885
2018 Q3	$2K	Buy	+23	New	+$2.47K	﹤0.01%	678
2018 Q1	–	Sell	-28	Closed	-$3K	–	949
2017 Q4	$3K	Buy	+28	New	+$3.03K	﹤0.01%	744
2017 Q1	–	Sell	-19	Closed	-$1K	–	879
2016 Q4	$1K	Buy	+19	New	+$1.38K	﹤0.01%	900
2016 Q3	–	Sell	-350	Closed	-$26K	–	932
2016 Q2	$26K	Buy	+350	New	+$26K	0.02%	388
2016 Q1	–	Sell	-450	Closed	-$28K	–	861
2015 Q4	$28K	Buy	+450	New	+$28.4K	0.02%	389

Other funds holding AVY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Plante Moran Financial Advisors's AVY Position: Q4 2025 in Review

Plante Moran Financial Advisors sold out of Avery Dennison (AVY) in Q4 2025, closing a stake of 3 shares — an estimated $487 sold.

Plante Moran Financial Advisors first reported a position in AVY in Q4 2015 and held it in 13 quarters. The position peaked at $28K in Q4 2015. 801 funds tracked by Wall St. Rank hold AVY as of Q4 2025.

Plante Moran Financial Advisors reported no remaining Avery Dennison position as of Q4 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 3 Avery Dennison shares in Q4 2025, an estimated $487.
Plante Moran Financial Advisors first reported a position in Avery Dennison in Q4 2015 and held it in 13 quarters.
Plante Moran Financial Advisors's Avery Dennison position peaked at $28K in Q4 2015.
801 funds tracked by Wall St. Rank held Avery Dennison as of Q4 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.