SW
BERY

Simplicity Wealth’s Berry Global Group, Inc. BERY Stock Holding History

Simplicity Wealth’s Portfolio BERY Stock Details BERY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,593
Closed -$600K – 681
2025
Q1 		$600K Sell
8,593
-57
-0.7% -$3.96K 0.05% 317
2024
Q4 		$559K Sell
8,650
-767
-8% -$50.6K 0.12% 152
2024
Q3 		$588K Buy
9,417
+1,723
+22% +$102K 0.05% 268
2024
Q2 		$416K Sell
7,694
-3,079
-29% -$167K 0.01% 832
2024
Q1 		$598K Buy
+10,773
New +$613K 0.01% 670

Other funds holding BERY

OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Simplicity Wealth's BERY Position: Q2 2025 in Review

Simplicity Wealth sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 8,593 shares — an estimated $600K sold.

Simplicity Wealth first reported a position in BERY in Q1 2024 and held it in 5 quarters. The position peaked at $600K in Q1 2025. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • Simplicity Wealth reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • Simplicity Wealth sold 8,593 Berry Global Group, Inc. shares in Q2 2025, an estimated $600K.
  • Simplicity Wealth first reported a position in Berry Global Group, Inc. in Q1 2024 and held it in 5 quarters.
  • Simplicity Wealth's Berry Global Group, Inc. position peaked at $600K in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Simplicity Wealth's 13F filing for Q2 2025, filed 22 Jul 2025.