SWP
AVY icon

Sagespring Wealth Partners’s Avery Dennison AVY Stock Holding History

Sagespring Wealth Partners’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
-1,201
Closed -$218K – 796
2025
Q4 		$218K Buy
+1,201
New +$208K ﹤0.01% 736

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 $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 $3.37T AUM 44.26% 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

Sagespring Wealth Partners's AVY Position: Q1 2026 in Review

Sagespring Wealth Partners sold out of Avery Dennison (AVY) in Q1 2026, closing a stake of 1,201 shares — an estimated $218K sold.

Sagespring Wealth Partners first reported a position in AVY in Q4 2025 and held it in 1 quarter. The position peaked at $218K in Q4 2025. 791 funds tracked by Wall St. Rank hold AVY as of Q1 2026.

  • Sagespring Wealth Partners reported no remaining Avery Dennison position as of Q1 2026 after selling out during the quarter.
  • Sagespring Wealth Partners sold 1,201 Avery Dennison shares in Q1 2026, an estimated $218K.
  • Sagespring Wealth Partners first reported a position in Avery Dennison in Q4 2025 and held it in 1 quarter.
  • Sagespring Wealth Partners's Avery Dennison position peaked at $218K in Q4 2025.
  • 791 funds tracked by Wall St. Rank held Avery Dennison as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.