Sterling Group Wealth Management, LLC
Position in AVY — Avery Dennison Corp
CIK 1852307
PASADENA, CA
Position in AVY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$482,017
-$30,669 QoQ
Shares Held
2,969
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#422
of 775 holders
Holding Since
Dec 2023
10 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, 2026Sterling Group Wealth Management, LLC holds $482,017 across 1 Packaging & Containers name. AVY ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVY |
Avery Dennison Corp
This page
|
2,969 | $482,017 |
All Filings in AVY
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $482,017 | 2,969 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $512,686 | 2,969 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $540,001 | 2,969 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $481,482 | 2,969 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $520,970 | 2,969 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $528,392 | 2,969 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $555,588 | 2,969 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $655,436 | 2,969 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $649,171 | 2,969 | Shares | Sole | 2024-07-15 | |
| 2023-12-31 | $600,213 | 2,969 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||