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Powell Investment Advisors’s Avery Dennison AVY Stock Holding History

Powell Investment 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 		$251K Hold
1,544
– – 0.08% 112
2026
Q1 		$267K Hold
1,544
– – 0.09% 111
2025
Q4 		$281K Hold
1,544
– – 0.1% 115
2025
Q3 		$250K Sell
1,544
-160
-9% -$27.6K 0.09% 123
2025
Q2 		$299K Buy
+1,704
New +$299K 0.11% 106
2025
Q1 		– Sell
-1,704
Closed -$319K – 148
2024
Q4 		$319K Hold
1,704
– – 0.15% 91
2024
Q3 		$376K Hold
1,704
– – 0.18% 77
2024
Q2 		$373K Hold
1,704
– – 0.19% 73
2024
Q1 		$380K Hold
1,704
– – 0.2% 71
2023
Q4 		$344K Hold
1,704
– – 0.19% 76
2023
Q3 		$311K Hold
1,704
– – 0.19% 79
2023
Q2 		$293K Sell
1,704
-151
-8% -$25.8K 0.17% 81
2023
Q1 		$332K Hold
1,855
– – 0.18% 82
2022
Q4 		$336K Hold
1,855
– – 0.19% 82
2022
Q3 		$302K Hold
1,855
– – 0.2% 81
2022
Q2 		$300K Sell
1,855
-125
-6% -$21.4K 0.18% 79
2022
Q1 		$344K Buy
1,980
+20
+1% +$3.72K 0.2% 71
2021
Q4 		$424K Buy
1,960
+1
+0.1% +$214 0.24% 56
2021
Q3 		$406K Hold
1,959
– – 0.25% 55
2021
Q2 		$412K Sell
1,959
-171
-8% -$35.9K 0.25% 54
2021
Q1 		$391K Hold
2,130
– – 0.26% 54
2020
Q4 		$330K Sell
2,130
-249
-10% -$36K 0.25% 57
2020
Q3 		$304K Hold
2,379
– – 0.26% 59
2020
Q2 		$271K Buy
2,379
+1
+0% +$110 0.26% 67
2020
Q1 		$242K Sell
2,378
-113
-5% -$13.9K 0.29% 68
2019
Q4 		$326K Buy
+2,491
New +$314K 0.34% 64

Other funds holding AVY

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

Powell Investment Advisors's AVY Position: Q2 2026 in Review

Powell Investment Advisors held its Avery Dennison (AVY) position steady in Q2 2026 at 1,544 shares worth $251K. The position accounts for 0.08% of the portfolio, ranked #112.

Powell Investment Advisors first reported a position in AVY in Q4 2019 and has held it in 26 quarters since. The position peaked at $424K in Q4 2021. 359 funds tracked by Wall St. Rank hold AVY as of Q2 2026.

  • Powell Investment Advisors held 1,544 shares of Avery Dennison worth $251K as of Q2 2026.
  • Powell Investment Advisors left its Avery Dennison share count unchanged in Q2 2026.
  • Avery Dennison made up 0.08% of Powell Investment Advisors's portfolio in Q2 2026, its #112 holding.
  • Powell Investment Advisors first reported a position in Avery Dennison in Q4 2019 and has held it in 26 quarters since.
  • Powell Investment Advisors's Avery Dennison position peaked at $424K in Q4 2021.
  • 359 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.