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River Wealth Advisors’s Avery Dennison AVY Stock Holding History

River Wealth 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 		$222K Hold
1,370
– – 0.02% 208
2026
Q1 		$237K Sell
1,370
-33
-2% -$6.06K 0.03% 192
2025
Q4 		$255K Sell
1,403
-2,078
-60% -$359K 0.03% 190
2025
Q3 		$565K Sell
3,481
-80
-2% -$13.8K 0.07% 148
2025
Q2 		$625K Sell
3,561
-85
-2% -$14.9K 0.08% 142
2025
Q1 		$649K Sell
3,646
-112
-3% -$20.6K 0.09% 132
2024
Q4 		$703K Hold
3,758
– – 0.09% 129
2024
Q3 		$830K Buy
3,758
+5
+0.1% +$1.08K 0.11% 122
2024
Q2 		$821K Sell
3,753
-387
-9% -$85.9K 0.12% 116
2024
Q1 		$924K Sell
4,140
-88
-2% -$18.3K 0.13% 114
2023
Q4 		$855K Sell
4,228
-334
-7% -$62.4K 0.14% 116
2023
Q3 		$833K Sell
4,562
-166
-4% -$30.1K 0.15% 116
2023
Q2 		$812K Sell
4,728
-9
-0.2% -$1.54K 0.14% 122
2023
Q1 		$848K Sell
4,737
-100
-2% -$18.2K 0.15% 119
2022
Q4 		$875K Buy
+4,837
New +$862K 0.17% 115
2022
Q2 		– Sell
-5,381
Closed -$936K – 215
2022
Q1 		$936K Buy
5,381
+585
+12% +$109K 0.15% 121
2021
Q4 		$1.04M Buy
4,796
+175
+4% +$37.4K 0.16% 117
2021
Q3 		$958K Hold
4,621
– – 0.16% 111
2021
Q2 		$972K Buy
4,621
+165
+4% +$34.7K 0.17% 114
2021
Q1 		$818K Buy
4,456
+290
+7% +$49.5K 0.15% 119
2020
Q4 		$646K Buy
4,166
+148
+4% +$21.4K 0.14% 124
2020
Q3 		$514K Buy
4,018
+1,448
+56% +$171K 0.13% 129
2020
Q2 		$293K Buy
+2,570
New +$282K 0.09% 153
2019
Q1 		– Sell
-264
Closed -$24K – 173
2018
Q4 		$24K Hold
264
– – 0.01% 324
2018
Q3 		$29K Hold
264
– – 0.01% 340
2018
Q2 		$27K Buy
+264
New +$27.9K 0.01% 326

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 $3.37T AUM 44.26% 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

River Wealth Advisors's AVY Position: Q2 2026 in Review

River Wealth Advisors held its Avery Dennison (AVY) position steady in Q2 2026 at 1,370 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #208.

River Wealth Advisors first reported a position in AVY in Q2 2018 and has held it in 26 quarters since. The position peaked at $1.04M in Q4 2021. 782 funds tracked by Wall St. Rank hold AVY as of Q2 2026.

  • River Wealth Advisors held 1,370 shares of Avery Dennison worth $222K as of Q2 2026.
  • River Wealth Advisors left its Avery Dennison share count unchanged in Q2 2026.
  • Avery Dennison made up 0.02% of River Wealth Advisors's portfolio in Q2 2026, its #208 holding.
  • River Wealth Advisors first reported a position in Avery Dennison in Q2 2018 and has held it in 26 quarters since.
  • River Wealth Advisors's Avery Dennison position peaked at $1.04M in Q4 2021.
  • 782 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.