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Spire Wealth Management’s Avery Dennison AVY Stock Holding History

Spire 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
Q2 		$13K Buy
80
+1
+1% +$163 ﹤0.01% 1570
2026
Q1 		$13.6K Sell
79
-2
-2% -$367 ﹤0.01% 1533
2025
Q4 		$14.8K Sell
81
-11
-12% -$1.9K ﹤0.01% 1586
2025
Q3 		$14.9K Sell
92
-4
-4% -$689 ﹤0.01% 1622
2025
Q2 		$16.8K Sell
96
-2,104
-96% -$369K ﹤0.01% 1572
2025
Q1 		$392K Buy
2,200
+1,899
+631% +$349K 0.01% 637
2024
Q4 		$56.3K Buy
301
+130
+76% +$26.5K ﹤0.01% 1239
2024
Q3 		$37.8K Sell
171
-68
-28% -$14.7K ﹤0.01% 1222
2024
Q2 		$52.3K Sell
239
-1,261
-84% -$280K ﹤0.01% 1106
2024
Q1 		$335K Sell
1,500
-250
-14% -$51.9K 0.01% 634
2023
Q4 		$351K Buy
1,750
+148
+9% +$27.6K 0.01% 603
2023
Q3 		$293K Buy
1,602
+1,308
+445% +$237K 0.01% 598
2023
Q2 		$50.4K Buy
294
+1
+0.3% +$171 ﹤0.01% 1193
2023
Q1 		$52.5K Buy
293
+47
+19% +$8.54K ﹤0.01% 1187
2022
Q4 		$44K Buy
246
+122
+98% +$21.7K ﹤0.01% 1026
2022
Q3 		$20K Sell
124
-146
-54% -$26.5K ﹤0.01% 1327
2022
Q2 		$44K Sell
270
-100
-27% -$17.1K ﹤0.01% 1339
2022
Q1 		$64K Buy
370
+100
+37% +$18.6K ﹤0.01% 1345
2021
Q4 		$59K Buy
270
+147
+120% +$31.5K ﹤0.01% 1632
2021
Q3 		$26K Buy
123
+48
+64% +$10.3K ﹤0.01% 1736
2021
Q2 		$16K Hold
75
– – ﹤0.01% 1957
2021
Q1 		$14K Buy
+75
New +$12.8K ﹤0.01% 2289

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

Spire Wealth Management's AVY Position: Q2 2026 in Review

Spire Wealth Management increased its Avery Dennison (AVY) stake by 1.3% in Q2 2026, buying an estimated $163 and bringing the position to 80 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1570.

Spire Wealth Management first reported a position in AVY in Q1 2021 and has held it in 22 quarters since. The position peaked at $392K in Q1 2025. 777 funds tracked by Wall St. Rank hold AVY as of Q2 2026.

  • Spire Wealth Management held 80 shares of Avery Dennison worth $13K as of Q2 2026.
  • Spire Wealth Management bought 1 Avery Dennison share in Q2 2026, an estimated $163.
  • Avery Dennison made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1570 holding.
  • Spire Wealth Management first reported a position in Avery Dennison in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Avery Dennison position peaked at $392K in Q1 2025.
  • 777 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.