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Creative Planning AVY Position History
Avery Dennison Corporation • Industrials
Quarters held
8
Latest value
$6.6M
Q3 2026
Peak value
$6.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $136K |
| Q3 2025 | $2.9M |
| Q4 2025 | $5.3M |
| Q1 2026 | $4.9M |
| Q2 2026 | $120K |
| Q2 2026 | $4M |
| Q3 2026 | $126K |
| Q3 2026 | $6.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.6M | 38.9K | — | — |
| Q3 2026 | $126K | 737 | — | — |
| Q2 2026 | $4M | 24.5K | — | — |
| Q2 2026 | $120K | 739 | — | — |
| Q1 2026 | $4.9M | 28.3K | — | — |
| Q4 2025 | $5.3M | 29.3K | — | — |
| Q3 2025 | $2.9M | 17.9K | — | — |
| Q3 2025 | $136K | 836 | — | — |
Other funds holding AVY
$1.8B
$1.7B
$1.7B
$1.6B
$816.6M
$783.6M
$774.5M
$740.5M