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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Rialto Wealth Management's AVY Position: Q1 2026 in Review

Rialto Wealth Management increased its Avery Dennison (AVY) stake by 122% in Q1 2026, buying an estimated $2.02K and bringing the position to 20 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Rialto Wealth Management first reported a position in AVY in Q2 2025 and has held it in 4 quarters since. 788 funds tracked by Wall St. Rank hold AVY as of Q1 2026.

  • Rialto Wealth Management held 20 shares of Avery Dennison worth $3.45K as of Q1 2026.
  • Rialto Wealth Management bought 11 Avery Dennison shares in Q1 2026, an estimated $2.02K.
  • Avery Dennison made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #682 holding.
  • Rialto Wealth Management first reported a position in Avery Dennison in Q2 2025 and has held it in 4 quarters since.
  • 788 funds tracked by Wall St. Rank held Avery Dennison as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.