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Stonehaven Wealth & Tax Solutions’s Avery Dennison AVY Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$229K Buy
+1,408
New +$229K 0.18% 79

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

Stonehaven Wealth & Tax Solutions's AVY Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions opened a new position in Avery Dennison (AVY) in Q2 2026: 1,408 shares worth $229K. The stake represents 0.18% of the portfolio and ranks #79 among its holdings.

777 funds tracked by Wall St. Rank hold AVY as of Q2 2026.

  • Stonehaven Wealth & Tax Solutions held 1,408 shares of Avery Dennison worth $229K as of Q2 2026.
  • Avery Dennison was a new Stonehaven Wealth & Tax Solutions position in Q2 2026.
  • Avery Dennison made up 0.18% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #79 holding.
  • 777 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.