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Plato Investment Management’s Avery Dennison AVY Stock Holding History

Plato Investment 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
2026
Q2 		$945K Buy
5,858
+2,614
+81% +$426K 0.05% 281
2026
Q1 		$561K Hold
3,244
– – 0.04% 340
2025
Q4 		$593K Buy
3,244
+1,593
+96% +$276K 0.04% 330
2025
Q3 		$266K Hold
1,651
– – 0.02% 379
2025
Q2 		$289K Buy
1,651
+1
+0.1% +$175 0.02% 386
2025
Q1 		$297K Hold
1,650
– – 0.03% 374
2024
Q4 		$310K Hold
1,650
– – 0.02% 389
2024
Q3 		$364K Hold
1,650
– – 0.03% 340
2024
Q2 		$361K Hold
1,650
– – 0.03% 296
2024
Q1 		$368K Buy
1,650
+1,641
+18,233% +$340K 0.04% 283
2023
Q4 		$1.82K Buy
+9
New +$1.68K ﹤0.01% 416

Other funds holding AVY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Plato Investment Management's AVY Position: Q2 2026 in Review

Plato Investment Management increased its Avery Dennison (AVY) stake by 81% in Q2 2026, buying an estimated $426K and bringing the position to 5,858 shares worth $945K. The position accounts for 0.05% of the portfolio, ranked #281.

Plato Investment Management first reported a position in AVY in Q4 2023 and has held it in 11 quarters since. 783 funds tracked by Wall St. Rank hold AVY as of Q2 2026.

  • Plato Investment Management held 5,858 shares of Avery Dennison worth $945K as of Q2 2026.
  • Plato Investment Management bought 2,614 Avery Dennison shares in Q2 2026, an estimated $426K.
  • Avery Dennison made up 0.05% of Plato Investment Management's portfolio in Q2 2026, its #281 holding.
  • Plato Investment Management first reported a position in Avery Dennison in Q4 2023 and has held it in 11 quarters since.
  • 783 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.