Advisornet Financial’s Calavo Growers CVGW Stock Holding History

Advisornet Financial’s Portfolio CVGW Stock Details CVGW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-476	Closed	-$12.3K	–	2269
2025 Q3	$12.3K	Sell	476 -59	-11%	-$1.59K	﹤0.01%	1456
2025 Q2	$14.2K	Buy	+535	New	+$14K	﹤0.01%	1382
2022 Q2	–	Sell	-300	Closed	-$11K	–	1917
2022 Q1	$11K	Hold	300	–	–	﹤0.01%	1406
2021 Q4	$13K	Hold	300	–	–	﹤0.01%	1412
2021 Q3	$11K	Hold	300	–	–	﹤0.01%	1416
2021 Q2	$19K	Hold	300	–	–	﹤0.01%	1237
2021 Q1	$23K	Hold	300	–	–	﹤0.01%	1153
2020 Q4	$21K	Hold	300	–	–	﹤0.01%	1114
2020 Q3	$20K	Hold	300	–	–	﹤0.01%	1096
2020 Q2	$19K	Hold	300	–	–	﹤0.01%	1122
2020 Q1	$17K	Hold	300	–	–	﹤0.01%	1102
2019 Q4	$27K	Hold	300	–	–	﹤0.01%	1089
2019 Q3	$29K	Hold	300	–	–	﹤0.01%	1083
2019 Q2	$29K	Hold	300	–	–	﹤0.01%	962
2019 Q1	$25K	Hold	300	–	–	﹤0.01%	932
2018 Q4	$22K	Hold	300	–	–	﹤0.01%	901
2018 Q3	$29K	Hold	300	–	–	﹤0.01%	858
2018 Q2	$29K	Hold	300	–	–	﹤0.01%	853
2018 Q1	$28K	Hold	300	–	–	﹤0.01%	845
2017 Q4	$25K	Buy	+300	New	+$22.1K	﹤0.01%	815

Other funds holding CVGW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FSC

Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $608M AUM 48.69% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Advisornet Financial's CVGW Position: Q4 2025 in Review

Advisornet Financial sold out of Calavo Growers (CVGW) in Q4 2025, closing a stake of 476 shares — an estimated $12.3K sold.

Advisornet Financial first reported a position in CVGW in Q4 2017 and held it in 20 quarters. The position peaked at $29K in Q3 2019. 156 funds tracked by Wall St. Rank hold CVGW as of Q4 2025.

Advisornet Financial reported no remaining Calavo Growers position as of Q4 2025 after selling out during the quarter.
Advisornet Financial sold 476 Calavo Growers shares in Q4 2025, an estimated $12.3K.
Advisornet Financial first reported a position in Calavo Growers in Q4 2017 and held it in 20 quarters.
Advisornet Financial's Calavo Growers position peaked at $29K in Q3 2019.
156 funds tracked by Wall St. Rank held Calavo Growers as of Q4 2025.

Based on Advisornet Financial's 13F filing for Q4 2025, filed 20 Jan 2026.