SWM
BERY

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

Spire Wealth Management’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
-1,800
Closed -$126K – 2608
2025
Q1 		$126K Hold
1,800
– – ﹤0.01% 955
2024
Q4 		$116K Sell
1,800
-160
-8% -$10.6K ﹤0.01% 983
2024
Q3 		$122K Hold
1,960
– – ﹤0.01% 848
2024
Q2 		$106K Hold
1,960
– – ﹤0.01% 882
2024
Q1 		$109K Sell
1,960
-436
-18% -$24.8K ﹤0.01% 970
2023
Q4 		$147K Sell
2,396
-544
-19% -$30.7K ﹤0.01% 865
2023
Q3 		$167K Hold
2,940
– – 0.01% 767
2023
Q2 		$174K Buy
+2,940
New +$161K 0.01% 771
2022
Q3 		– Sell
-1,648
Closed -$83K – 2659
2022
Q2 		$83K Buy
+1,648
New +$85.5K ﹤0.01% 1101
2022
Q1 		– Sell
-1,771
Closed -$120K – 2933
2021
Q4 		$120K Buy
+1,771
New +$110K ﹤0.01% 1322
2021
Q2 		– Sell
-1,771
Closed -$101K – 3018
2021
Q1 		$101K Buy
+1,771
New +$91.9K ﹤0.01% 1403

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 $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Spire Wealth Management's BERY Position: Q2 2025 in Review

Spire Wealth Management sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 1,800 shares — an estimated $126K sold.

Spire Wealth Management first reported a position in BERY in Q1 2021 and held it in 11 quarters. The position peaked at $174K in Q2 2023. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • Spire Wealth Management reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 1,800 Berry Global Group, Inc. shares in Q2 2025, an estimated $126K.
  • Spire Wealth Management first reported a position in Berry Global Group, Inc. in Q1 2021 and held it in 11 quarters.
  • Spire Wealth Management's Berry Global Group, Inc. position peaked at $174K in Q2 2023.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.