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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Plato Investment Management's AVY Position: Q1 2026 in Review

Plato Investment Management held its Avery Dennison (AVY) position steady in Q1 2026 at 3,244 shares worth $561K. The position accounts for 0.04% of the portfolio, ranked #340.

Plato Investment Management first reported a position in AVY in Q4 2023 and has held it in 10 quarters since. The position peaked at $593K in Q4 2025. 788 funds tracked by Wall St. Rank hold AVY as of Q1 2026.

Plato Investment Management held 3,244 shares of Avery Dennison worth $561K as of Q1 2026.
Plato Investment Management left its Avery Dennison share count unchanged in Q1 2026.
Avery Dennison made up 0.04% of Plato Investment Management's portfolio in Q1 2026, its #340 holding.
Plato Investment Management first reported a position in Avery Dennison in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's Avery Dennison position peaked at $593K in Q4 2025.
788 funds tracked by Wall St. Rank held Avery Dennison as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.