Rise Advisors’s Avery Dennison AVY Stock Holding History

Rise 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
2025 Q4	–	Sell	-6	Closed	-$973	–	220
2025 Q3	$973	Hold	6	–	–	﹤0.01%	1287
2025 Q2	$1.05K	Hold	6	–	–	﹤0.01%	1274
2025 Q1	$1.07K	Buy	+6	New	+$1.1K	﹤0.01%	1239

Other funds holding AVY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Rise Advisors's AVY Position: Q4 2025 in Review

Rise Advisors sold out of Avery Dennison (AVY) in Q4 2025, closing a stake of 6 shares — an estimated $973 sold.

Rise Advisors first reported a position in AVY in Q1 2025 and held it in 3 quarters. The position peaked at $1.07K in Q1 2025. 801 funds tracked by Wall St. Rank hold AVY as of Q4 2025.

Rise Advisors reported no remaining Avery Dennison position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 6 Avery Dennison shares in Q4 2025, an estimated $973.
Rise Advisors first reported a position in Avery Dennison in Q1 2025 and held it in 3 quarters.
Rise Advisors's Avery Dennison position peaked at $1.07K in Q1 2025.
801 funds tracked by Wall St. Rank held Avery Dennison as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.