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Sage Mountain Advisors’s Avery Dennison AVY Stock Holding History

Sage Mountain 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
Q1 		– Sell
-1,674
Closed -$304K – 311
2025
Q4 		$304K Buy
+1,674
New +$290K 0.02% 386
2025
Q3 		– Sell
-1,361
Closed -$239K – 549
2025
Q2 		$239K Buy
+1,361
New +$239K 0.02% 373
2024
Q4 		– Sell
-1,046
Closed -$231K – 476
2024
Q3 		$231K Buy
+1,046
New +$226K 0.02% 355

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

Sage Mountain Advisors's AVY Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Avery Dennison (AVY) in Q1 2026, closing a stake of 1,674 shares — an estimated $304K sold.

Sage Mountain Advisors first reported a position in AVY in Q3 2024 and held it in 3 quarters. The position peaked at $304K in Q4 2025. 788 funds tracked by Wall St. Rank hold AVY as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Avery Dennison position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,674 Avery Dennison shares in Q1 2026, an estimated $304K.
  • Sage Mountain Advisors first reported a position in Avery Dennison in Q3 2024 and held it in 3 quarters.
  • Sage Mountain Advisors's Avery Dennison position peaked at $304K in Q4 2025.
  • 788 funds tracked by Wall St. Rank held Avery Dennison as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.