Principia Wealth Advisory’s Avery Dennison AVY Stock Holding History

Principia Wealth Advisory’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	$2.11K	Buy	13 +6	+86%	+$977	﹤0.01%	574
2026 Q1	$1.21K	Buy	7 +6	+600%	+$1.1K	﹤0.01%	650
2025 Q4	$182	Sell	1 -2	-67%	-$346	﹤0.01%	935
2025 Q3	$487	Sell	3 -7	-70%	-$1.21K	﹤0.01%	802
2025 Q2	$1.75K	Buy	10 +8	+400%	+$1.4K	﹤0.01%	417
2025 Q1	$338	Sell	2 -1	-33%	-$184	﹤0.01%	668
2024 Q4	$561	Buy	+3	New	+$612	﹤0.01%	509

Other funds holding AVY

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principia Wealth Advisory's AVY Position: Q2 2026 in Review

Principia Wealth Advisory increased its Avery Dennison (AVY) stake by 86% in Q2 2026, buying an estimated $977 and bringing the position to 13 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Principia Wealth Advisory first reported a position in AVY in Q4 2024 and has held it in 7 quarters since. 778 funds tracked by Wall St. Rank hold AVY as of Q2 2026.

Principia Wealth Advisory held 13 shares of Avery Dennison worth $2.11K as of Q2 2026.
Principia Wealth Advisory bought 6 Avery Dennison shares in Q2 2026, an estimated $977.
Avery Dennison made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #574 holding.
Principia Wealth Advisory first reported a position in Avery Dennison in Q4 2024 and has held it in 7 quarters since.
778 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.