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Rialto Wealth Management’s Avery Dennison AVY Stock Holding History

Rialto Wealth 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 		$5.03K Buy
31
+11
+55% +$1.79K ﹤0.01% 741
2026
Q1 		$3.45K Buy
20
+11
+122% +$2.02K ﹤0.01% 682
2025
Q4 		$1.64K Buy
9
+4
+80% +$692 ﹤0.01% 816
2025
Q3 		$811 Sell
5
-2
-29% -$345 ﹤0.01% 1009
2025
Q2 		$1.23K Buy
+7
New +$1.23K ﹤0.01% 764

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

Rialto Wealth Management's AVY Position: Q2 2026 in Review

Rialto Wealth Management increased its Avery Dennison (AVY) stake by 55% in Q2 2026, buying an estimated $1.79K and bringing the position to 31 shares worth $5.03K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Rialto Wealth Management first reported a position in AVY in Q2 2025 and has held it in 5 quarters since. 783 funds tracked by Wall St. Rank hold AVY as of Q2 2026.

  • Rialto Wealth Management held 31 shares of Avery Dennison worth $5.03K as of Q2 2026.
  • Rialto Wealth Management bought 11 Avery Dennison shares in Q2 2026, an estimated $1.79K.
  • Avery Dennison made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #741 holding.
  • Rialto Wealth Management first reported a position in Avery Dennison in Q2 2025 and has held it in 5 quarters since.
  • 783 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.