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Sequoia Financial Advisors’s Avery Dennison AVY Stock Holding History

Sequoia Financial 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 		$1.01M Sell
6,251
-2,475
-28% -$403K 0.01% 935
2026
Q1 		$1.51M Buy
8,726
+1,011
+13% +$186K 0.01% 714
2025
Q4 		$1.4M Buy
7,715
+1,690
+28% +$292K 0.01% 727
2025
Q3 		$977K Buy
6,025
+1,251
+26% +$216K 0.01% 786
2025
Q2 		$838K Sell
4,774
-310
-6% -$54.3K 0.01% 763
2025
Q1 		$905K Sell
5,084
-585
-10% -$108K 0.01% 657
2024
Q4 		$1.06M Buy
5,669
+815
+17% +$166K 0.01% 562
2024
Q3 		$1.07M Buy
4,854
+40
+0.8% +$8.64K 0.01% 521
2024
Q2 		$1.05M Buy
4,814
+104
+2% +$23.1K 0.01% 470
2024
Q1 		$1.05M Sell
4,710
-640
-12% -$133K 0.01% 463
2023
Q4 		$1.08M Buy
5,350
+608
+13% +$114K 0.01% 502
2023
Q3 		$866K Buy
4,742
+41
+0.9% +$7.42K 0.02% 370
2023
Q2 		$808K Sell
4,701
-8
-0.2% -$1.37K 0.01% 392
2023
Q1 		$843K Buy
+4,709
New +$855K 0.02% 347

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

Sequoia Financial Advisors's AVY Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Avery Dennison (AVY) stake by 28% in Q2 2026, selling an estimated $403K and leaving 6,251 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #935.

Sequoia Financial Advisors first reported a position in AVY in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.51M in Q1 2026. 777 funds tracked by Wall St. Rank hold AVY as of Q2 2026.

  • Sequoia Financial Advisors held 6,251 shares of Avery Dennison worth $1.01M as of Q2 2026.
  • Sequoia Financial Advisors sold 2,475 Avery Dennison shares in Q2 2026, an estimated $403K.
  • Avery Dennison made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #935 holding.
  • Sequoia Financial Advisors first reported a position in Avery Dennison in Q1 2023 and has held it in 14 quarters since.
  • Sequoia Financial Advisors's Avery Dennison position peaked at $1.51M in Q1 2026.
  • 777 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.