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SHP Wealth Management’s Avery Dennison AVY Stock Holding History

SHP Wealth Management’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 		$1.37K Buy
8
+6
+300% +$1.1K ﹤0.01% 1379
2025
Q4 		$349 Buy
+2
New +$346 ﹤0.01% 1406

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

SHP Wealth Management's AVY Position: Q1 2026 in Review

SHP Wealth Management increased its Avery Dennison (AVY) stake by 300% in Q1 2026, buying an estimated $1.1K and bringing the position to 8 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

SHP Wealth Management first reported a position in AVY in Q4 2025 and has held it in 2 quarters since. 791 funds tracked by Wall St. Rank hold AVY as of Q1 2026.

  • SHP Wealth Management held 8 shares of Avery Dennison worth $1.37K as of Q1 2026.
  • SHP Wealth Management bought 6 Avery Dennison shares in Q1 2026, an estimated $1.1K.
  • Avery Dennison made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1379 holding.
  • SHP Wealth Management first reported a position in Avery Dennison in Q4 2025 and has held it in 2 quarters since.
  • 791 funds tracked by Wall St. Rank held Avery Dennison as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.