TWD
BERY

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

True Wealth Design’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
-251
Closed -$17.5K – 2867
2025
Q1 		$17.5K Buy
251
+49
+24% +$3.4K 0.01% 365
2024
Q4 		$13.1K Sell
202
-18
-8% -$1.19K 0.01% 382
2024
Q3 		$13.7K Buy
+220
New +$13.1K 0.01% 381

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

True Wealth Design's BERY Position: Q2 2025 in Review

True Wealth Design sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 251 shares — an estimated $17.5K sold.

True Wealth Design first reported a position in BERY in Q3 2024 and held it in 3 quarters. The position peaked at $17.5K in Q1 2025. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • True Wealth Design reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • True Wealth Design sold 251 Berry Global Group, Inc. shares in Q2 2025, an estimated $17.5K.
  • True Wealth Design first reported a position in Berry Global Group, Inc. in Q3 2024 and held it in 3 quarters.
  • True Wealth Design's Berry Global Group, Inc. position peaked at $17.5K in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.