United Capital Financial Advisors’s Berry Global Group, Inc. BERY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,630
| Closed | -$463K | – | 1138 |
|
|
2025
Q1 | $463K | Sell |
6,630
-310
| -4% | -$21.5K | ﹤0.01% | 770 |
|
|
2024
Q4 | $449K | Sell |
6,940
-582
| -8% | -$38.4K | ﹤0.01% | 762 |
|
|
2024
Q3 | $470K | Buy |
+7,522
| New | +$447K | ﹤0.01% | 743 |
|
|
2022
Q4 | – | Sell |
-6,697
| Closed | -$286K | – | 1121 |
|
|
2022
Q3 | $286K | Sell |
6,697
-221
| -3% | -$11.1K | ﹤0.01% | 923 |
|
|
2022
Q2 | $347K | Buy |
6,918
+75
| +1% | +$3.89K | ﹤0.01% | 899 |
|
|
2022
Q1 | $364K | Sell |
6,843
-175
| -2% | -$10.2K | ﹤0.01% | 936 |
|
|
2021
Q4 | $475K | Buy |
7,018
+231
| +3% | +$14.3K | ﹤0.01% | 875 |
|
|
2021
Q3 | $379K | Sell |
6,787
-276
| -4% | -$16.4K | ﹤0.01% | 940 |
|
|
2021
Q2 | $423K | Sell |
7,063
-17
| -0.2% | -$1.02K | ﹤0.01% | 916 |
|
|
2021
Q1 | $399K | Sell |
7,080
-2,167
| -23% | -$112K | ﹤0.01% | 915 |
|
|
2020
Q4 | $477K | Sell |
9,247
-783
| -8% | -$37.4K | ﹤0.01% | 860 |
|
|
2020
Q3 | $445K | Sell |
10,030
-867
| -8% | -$39.7K | ﹤0.01% | 856 |
|
|
2020
Q2 | $443K | Sell |
10,897
-26,571
| -71% | -$998K | ﹤0.01% | 909 |
|
|
2020
Q1 | $1.16M | Sell |
37,468
-44,864
| -54% | -$1.64M | 0.01% | 598 |
|
|
2019
Q4 | $3.59M | Sell |
82,332
-54,945
| -40% | -$2.18M | 0.02% | 483 |
|
|
2019
Q3 | $4.95M | Sell |
137,277
-4,198
| -3% | -$172K | 0.03% | 417 |
|
|
2019
Q2 | $6.83M | Buy |
141,475
+2,874
| +2% | +$138K | 0.04% | 360 |
|
|
2019
Q1 | $6.86M | Buy |
138,601
+13,481
| +11% | +$639K | 0.05% | 348 |
|
|
2018
Q4 | $5.46M | Buy |
125,120
+2,422
| +2% | +$103K | 0.04% | 352 |
|
|
2018
Q3 | $5.45M | Buy |
122,698
+16,901
| +16% | +$743K | 0.04% | 417 |
|
|
2018
Q2 | $4.46M | Buy |
105,797
+4,524
| +4% | +$210K | 0.03% | 433 |
|
|
2018
Q1 | $5.1M | Buy |
101,273
+1,580
| +2% | +$82.3K | 0.04% | 410 |
|
|
2017
Q4 | $5.39M | Sell |
99,693
-1,094
| -1% | -$59.5K | 0.04% | 396 |
|
|
2017
Q3 | $5.24M | Buy |
100,787
+54
| +0.1% | +$2.82K | 0.04% | 385 |
|
|
2017
Q2 | $5.27M | Sell |
100,733
-1,293
| -1% | -$64.7K | 0.05% | 371 |
|
|
2017
Q1 | $4.55M | Sell |
102,026
-2,880
| -3% | -$132K | 0.04% | 384 |
|
|
2016
Q4 | $4.69M | Sell |
104,906
-4,785
| -4% | -$205K | 0.05% | 379 |
|
|
2016
Q3 | $4.42M | Buy |
109,691
+2,465
| +2% | +$96.7K | 0.04% | 407 |
|
|
2016
Q2 | $3.84M | Buy |
+107,226
| New | +$3.67M | 0.04% | 416 |
|
Other funds holding BERY
OLVIG
IA
HNB
United Capital Financial Advisors's BERY Position: Q2 2025 in Review
United Capital Financial Advisors sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 6,630 shares — an estimated $463K sold.
United Capital Financial Advisors first reported a position in BERY in Q2 2016 and held it in 29 quarters. The position peaked at $6.86M in Q1 2019. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.
- United Capital Financial Advisors reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
- United Capital Financial Advisors sold 6,630 Berry Global Group, Inc. shares in Q2 2025, an estimated $463K.
- United Capital Financial Advisors first reported a position in Berry Global Group, Inc. in Q2 2016 and held it in 29 quarters.
- United Capital Financial Advisors's Berry Global Group, Inc. position peaked at $6.86M in Q1 2019.
- 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.
Based on United Capital Financial Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.