WCM
BERY

WealthTrak Capital Management’s Berry Global Group, Inc. BERY Stock Holding History

WealthTrak Capital Management’s Portfolio BERY Stock Details BERY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5
Closed -$350 – 1093
2025
Q1 		$350 Hold
5
– – ﹤0.01% 733
2024
Q4 		$324 Buy
+5
New +$330 ﹤0.01% 695

Other funds holding BERY

OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

WealthTrak Capital Management's BERY Position: Q2 2025 in Review

WealthTrak Capital Management sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 5 shares — an estimated $350 sold.

WealthTrak Capital Management first reported a position in BERY in Q4 2024 and held it in 2 quarters. The position peaked at $350 in Q1 2025. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • WealthTrak Capital Management reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 5 Berry Global Group, Inc. shares in Q2 2025, an estimated $350.
  • WealthTrak Capital Management first reported a position in Berry Global Group, Inc. in Q4 2024 and held it in 2 quarters.
  • WealthTrak Capital Management's Berry Global Group, Inc. position peaked at $350 in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on WealthTrak Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.