Wealth Enhancement Advisory Services
AVY icon

Wealth Enhancement Advisory Services’s Avery Dennison AVY Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.02M Sell
12,572
-110
-0.9% -$17.9K ﹤0.01% 1559
2026
Q1 		$2.17M Sell
12,682
-7,222
-36% -$1.33M ﹤0.01% 1351
2025
Q4 		$3.62M Buy
19,904
+4,675
+31% +$809K ﹤0.01% 1183
2025
Q3 		$2.46M Sell
15,229
-770
-5% -$133K ﹤0.01% 1329
2025
Q2 		$2.93M Buy
15,999
+3,814
+31% +$669K ﹤0.01% 1164
2025
Q1 		$2.17M Buy
12,185
+217
+2% +$39.9K ﹤0.01% 1203
2024
Q4 		$2.24M Buy
11,968
+1,053
+10% +$215K ﹤0.01% 1122
2024
Q3 		$2.41M Buy
10,915
+225
+2% +$48.6K 0.01% 972
2024
Q2 		$2.34M Sell
10,690
-58
-0.5% -$12.9K 0.01% 929
2024
Q1 		$2.4M Sell
10,748
-572
-5% -$119K 0.01% 882
2023
Q4 		$2.29M Sell
11,320
-1,646
-13% -$308K 0.01% 856
2023
Q3 		$2.37M Buy
+12,966
New +$2.35M 0.01% 800
2018
Q3 		– Sell
-8,899
Closed -$911K – 170
2018
Q2 		$911K Sell
8,899
-8,561
-49% -$905K 0.06% 134
2018
Q1 		$1.84M Buy
+17,460
New +$2.02M 0.12% 68

Other funds holding AVY

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services's AVY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Avery Dennison (AVY) stake by 0.87% in Q2 2026, selling an estimated $17.9K and leaving 12,572 shares worth $2.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Wealth Enhancement Advisory Services first reported a position in AVY in Q1 2018 and has held it in 14 quarters since. The position peaked at $3.62M in Q4 2025. 128 funds tracked by Wall St. Rank hold AVY as of Q2 2026.

  • Wealth Enhancement Advisory Services held 12,572 shares of Avery Dennison worth $2.02M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 110 Avery Dennison shares in Q2 2026, an estimated $17.9K.
  • Avery Dennison made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1559 holding.
  • Wealth Enhancement Advisory Services first reported a position in Avery Dennison in Q1 2018 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's Avery Dennison position peaked at $3.62M in Q4 2025.
  • 128 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.