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

Wealth Enhancement Trust 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 		$2.92K Buy
+18
New +$2.93K ﹤0.01% 940

Other funds holding AVY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Avery Dennison (AVY) in Q2 2026: 18 shares worth $2.92K. The stake represents ﹤0.01% of the portfolio and ranks #940 among its holdings.

600 funds tracked by Wall St. Rank hold AVY as of Q2 2026.

  • Wealth Enhancement Trust Services held 18 shares of Avery Dennison worth $2.92K as of Q2 2026.
  • Avery Dennison was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Avery Dennison made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #940 holding.
  • 600 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2026.

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