Position in AVY
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$369,346
-$116,748 QoQ
Shares Held
2,275
-19.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#460
of 775 holders
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVY Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $15,652,864 across 9 Packaging & Containers names. AVY ranks #9 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BALL |
BALL Corp
|
176,107 | $10,989,076 | |
| 2 | SON |
Sonoco Products Co
|
16,880 | $951,188 | |
| 3 | IP |
International Paper Co /New/
|
22,124 | $842,924 | |
| 4 | PKG |
Packaging Corp Of America
|
3,279 | $781,320 | |
| 5 | AMCR |
Amcor plc
|
10,946 | $474,509 | |
| 6 | GPK |
Graphic Packaging Holding Co
|
43,294 | $457,617 | |
| 7 | GEF |
Greif, Inc
|
5,360 | $399,266 | |
| 8 | TRS |
Trimas Corp
|
8,608 | $387,618 |
All Filings in AVY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,346 | 2,275 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $486,094 | 2,815 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $469,432 | 2,581 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $392,451 | 2,420 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $392,701 | 2,238 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $441,009 | 2,478 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $471,754 | 2,521 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $552,783 | 2,504 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $567,396 | 2,595 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $573,975 | 2,571 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $554,322 | 2,742 | Shares | Defined | 2024-02-14 | |
| 2023-06-30 | $210,798 | 1,227 | Shares | Defined | 2023-08-14 | |
| 2022-09-30 | $295,300 | 1,815 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $297,517 | 1,838 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $329,499 | 1,894 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $464,542 | 2,145 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $443,429 | 2,140 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $453,697 | 2,158 | Shares | Defined | 2021-08-13 | |
| 2020-06-30 | $569,879 | 4,995 | Shares | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||