Position in AVY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,418,517
-$526,001 QoQ
Shares Held
27,216
-5.0% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#180
of 774 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVY Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026Moran Wealth Management, LLC holds $16,886,315 across 3 Packaging & Containers names. AVY ranks #2 (26.2% of the industry book) .
All Filings in AVY
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,418,517 | 27,216 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,944,518 | 28,634 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,537,881 | 30,448 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,108,192 | 31,499 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,658,555 | 32,248 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||