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Virginia Estate & Retirement Planning Advisors’s Avery Dennison AVY Stock Holding History

Virginia Estate & Retirement Planning Advisors’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 		$8.12K Hold
50
– – 0.01% 132
2026
Q1 		$8.63K Buy
+50
New +$9.18K 0.02% 108

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

Virginia Estate & Retirement Planning Advisors's AVY Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its Avery Dennison (AVY) position steady in Q2 2026 at 50 shares worth $8.12K. The position accounts for 0.01% of the portfolio, ranked #132.

Virginia Estate & Retirement Planning Advisors first reported a position in AVY in Q1 2026 and has held it in 2 quarters since. The position peaked at $8.63K in Q1 2026. 768 funds tracked by Wall St. Rank hold AVY as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 50 shares of Avery Dennison worth $8.12K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its Avery Dennison share count unchanged in Q2 2026.
  • Avery Dennison made up 0.01% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #132 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Avery Dennison in Q1 2026 and has held it in 2 quarters since.
  • Virginia Estate & Retirement Planning Advisors's Avery Dennison position peaked at $8.63K in Q1 2026.
  • 768 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.