Position in AVY
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$271,123
-$21,742 QoQ
Shares Held
1,670
-1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#516
of 775 holders
Holding Since
Jun 2023
13 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, 2026Portside Wealth Group, LLC holds $484,520 across 2 Packaging & Containers names. AVY ranks #1 (56.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVY |
Avery Dennison Corp
This page
|
1,670 | $271,123 | |
| 2 | SW |
Smurfit Westrock plc
|
4,613 | $213,397 |
All Filings in AVY
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,123 | 1,670 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $292,865 | 1,696 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $284,460 | 1,564 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $217,307 | 1,340 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $224,601 | 1,280 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $224,775 | 1,263 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $209,772 | 1,121 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $517,459 | 2,344 | Shares | Other | 2024-10-31 | |
| 2024-06-30 | $518,637 | 2,372 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $538,702 | 2,413 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $475,480 | 2,352 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $433,658 | 2,374 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $401,840 | 2,339 | Shares | Other | 2023-09-01 | |
| No filing history on record for this holder in this stock. | ||||||