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True Wealth Design’s Avery Dennison AVY Stock Holding History

True Wealth Design’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 		$15.7K Sell
97
-91
-48% -$14.8K ﹤0.01% 907
2026
Q1 		$32.5K Sell
188
-28
-13% -$5.14K 0.01% 534
2025
Q4 		$39.3K Buy
216
+160
+286% +$27.7K 0.01% 405
2025
Q3 		$9.08K Buy
56
+9
+19% +$1.55K ﹤0.01% 869
2025
Q2 		$8.25K Sell
47
-5
-10% -$876 ﹤0.01% 640
2025
Q1 		$9.26K Buy
52
+45
+643% +$8.28K ﹤0.01% 496
2024
Q4 		$1.31K Buy
7
+1
+17% +$204 ﹤0.01% 852
2024
Q3 		$1.32K Sell
6
-1
-14% -$216 ﹤0.01% 899
2024
Q2 		$1.53K Buy
7
+2
+40% +$444 ﹤0.01% 410
2024
Q1 		$1.12K Buy
5
+3
+150% +$622 ﹤0.01% 442
2023
Q4 		$405 Hold
2
– – ﹤0.01% 526
2023
Q3 		$366 Hold
2
– – ﹤0.01% 506
2023
Q2 		$344 Sell
2
-7
-78% -$1.2K ﹤0.01% 552
2023
Q1 		$1.61K Buy
9
+6
+200% +$1.09K ﹤0.01% 351
2022
Q4 		$543 Buy
+3
New +$535 ﹤0.01% 436

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

True Wealth Design's AVY Position: Q2 2026 in Review

True Wealth Design reduced its Avery Dennison (AVY) stake by 48% in Q2 2026, selling an estimated $14.8K and leaving 97 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

True Wealth Design first reported a position in AVY in Q4 2022 and has held it in 15 quarters since. The position peaked at $39.3K in Q4 2025. 777 funds tracked by Wall St. Rank hold AVY as of Q2 2026.

  • True Wealth Design held 97 shares of Avery Dennison worth $15.7K as of Q2 2026.
  • True Wealth Design sold 91 Avery Dennison shares in Q2 2026, an estimated $14.8K.
  • Avery Dennison made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #907 holding.
  • True Wealth Design first reported a position in Avery Dennison in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Avery Dennison position peaked at $39.3K in Q4 2025.
  • 777 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.