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 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 $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealthspire Advisors (New York)'s AVY Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Avery Dennison (AVY) stake by 21% in Q1 2026, selling an estimated $94.9K and leaving 1,908 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Wealthspire Advisors (New York) first reported a position in AVY in Q4 2018 and has held it in 8 quarters since. The position peaked at $441K in Q4 2025. 791 funds tracked by Wall St. Rank hold AVY as of Q1 2026.

Wealthspire Advisors (New York) held 1,908 shares of Avery Dennison worth $329K as of Q1 2026.
Wealthspire Advisors (New York) sold 517 Avery Dennison shares in Q1 2026, an estimated $94.9K.
Avery Dennison made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #695 holding.
Wealthspire Advisors (New York) first reported a position in Avery Dennison in Q4 2018 and has held it in 8 quarters since.
Wealthspire Advisors (New York)'s Avery Dennison position peaked at $441K in Q4 2025.
791 funds tracked by Wall St. Rank held Avery Dennison as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.