Wealthspire Advisors (New York)’s Avery Dennison AVY Stock Holding History

Wealthspire Advisors (New York)’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	$326K	Buy	2,006 +98	+5%	+$16K	﹤0.01%	966
2026 Q1	$329K	Sell	1,908 -517	-21%	-$94.9K	﹤0.01%	695
2025 Q4	$441K	Buy	2,425 +598	+33%	+$103K	﹤0.01%	652
2025 Q3	$296K	Sell	1,827 -328	-15%	-$56.5K	﹤0.01%	672
2025 Q2	$378K	Buy	2,155 +254	+13%	+$44.5K	﹤0.01%	606
2025 Q1	$338K	Sell	1,901 -4	-0.2%	-$736	﹤0.01%	613
2024 Q4	$356K	Sell	1,905 -41	-2%	-$8.37K	﹤0.01%	608
2024 Q3	$430K	Buy	+1,946	New	+$420K	﹤0.01%	529
2019 Q1	–	Sell	-43	Closed	-$4K	–	108
2018 Q4	$4K	Buy	+43	New	+$4.05K	﹤0.01%	667

Other funds holding AVY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wealthspire Advisors (New York)'s AVY Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Avery Dennison (AVY) stake by 5.1% in Q2 2026, buying an estimated $16K and bringing the position to 2,006 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

Wealthspire Advisors (New York) first reported a position in AVY in Q4 2018 and has held it in 9 quarters since. The position peaked at $441K in Q4 2025. 783 funds tracked by Wall St. Rank hold AVY as of Q2 2026.

Wealthspire Advisors (New York) held 2,006 shares of Avery Dennison worth $326K as of Q2 2026.
Wealthspire Advisors (New York) bought 98 Avery Dennison shares in Q2 2026, an estimated $16K.
Avery Dennison made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #966 holding.
Wealthspire Advisors (New York) first reported a position in Avery Dennison in Q4 2018 and has held it in 9 quarters since.
Wealthspire Advisors (New York)'s Avery Dennison position peaked at $441K in Q4 2025.
783 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.