Ballentine Partners’s Calavo Growers CVGW Stock Holding History

Ballentine Partners’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
2026 Q2	–	Sell	-10,448	Closed	-$269K	–	1091
2026 Q1	$269K	Buy	10,448 +70	+0.7%	+$1.75K	﹤0.01%	793
2025 Q4	$226K	Buy	+10,378	New	+$230K	﹤0.01%	871

Other funds holding CVGW

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Ballentine Partners's CVGW Position: Q2 2026 in Review

Ballentine Partners sold out of Calavo Growers (CVGW) in Q2 2026, closing a stake of 10,448 shares — an estimated $269K sold.

Ballentine Partners first reported a position in CVGW in Q4 2025 and held it in 2 quarters. The position peaked at $269K in Q1 2026. 1 fund tracked by Wall St. Rank holds CVGW as of Q2 2026.

Ballentine Partners reported no remaining Calavo Growers position as of Q2 2026 after selling out during the quarter.
Ballentine Partners sold 10,448 Calavo Growers shares in Q2 2026, an estimated $269K.
Ballentine Partners first reported a position in Calavo Growers in Q4 2025 and held it in 2 quarters.
Ballentine Partners's Calavo Growers position peaked at $269K in Q1 2026.
1 fund tracked by Wall St. Rank held Calavo Growers as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.