James T. Borello RIA
AVY icon

James T. Borello RIA’s Avery Dennison AVY Stock Holding History

James T. Borello RIA’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
Q3 		$3.92K Sell
23
-6
-21% -$1.02K ﹤0.01% 838
2026
Q2 		$4.71K Sell
29
-3
-9% -$488 ﹤0.01% 805
2026
Q1 		$5.53K Hold
32
– – ﹤0.01% 722
2025
Q4 		$5.82K Buy
32
+20
+167% +$3.46K ﹤0.01% 537
2025
Q3 		$1.95K Buy
+12
New +$2.07K ﹤0.01% 727

Other funds holding AVY

Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

James T. Borello RIA's AVY Position: Q3 2026 in Review

James T. Borello RIA reduced its Avery Dennison (AVY) stake by 21% in Q3 2026, selling an estimated $1.02K and leaving 23 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

James T. Borello RIA first reported a position in AVY in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.82K in Q4 2025. 115 funds tracked by Wall St. Rank hold AVY as of Q3 2026.

  • James T. Borello RIA held 23 shares of Avery Dennison worth $3.92K as of Q3 2026.
  • James T. Borello RIA sold 6 Avery Dennison shares in Q3 2026, an estimated $1.02K.
  • Avery Dennison made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #838 holding.
  • James T. Borello RIA first reported a position in Avery Dennison in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Avery Dennison position peaked at $5.82K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Avery Dennison as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.