Carson Wealth (CWM LLC)
AVO icon

Carson Wealth (CWM LLC)’s Mission Produce AVO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AVO Stock Details AVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$32.2K Buy
2,338
+929
+66% +$12.4K ﹤0.01% 4109
2025
Q4 		$16K Sell
1,409
-29
-2% -$348 ﹤0.01% 4286
2025
Q3 		$17K Buy
1,438
+196
+16% +$2.42K ﹤0.01% 4206
2025
Q2 		$15K Buy
1,242
+38
+3% +$412 ﹤0.01% 4066
2025
Q1 		$13K Sell
1,204
-42
-3% -$489 ﹤0.01% 3942
2024
Q4 		$18K Buy
1,246
+434
+53% +$5.61K ﹤0.01% 3495
2024
Q3 		$10K Buy
812
+539
+197% +$5.98K ﹤0.01% 3765
2024
Q2 		$3K Buy
273
+233
+583% +$2.66K ﹤0.01% 4032
2024
Q1 		$0 Sell
40
-36
-47% -$384 ﹤0.01% 4308
2023
Q4 		$1K Sell
76
-15
-16% -$139 ﹤0.01% 3893
2023
Q3 		$1K Buy
+91
New +$965 ﹤0.01% 3924
2023
Q2 		– Sell
-812
Closed -$9K – 4170
2023
Q1 		$9K Hold
812
– – ﹤0.01% 2986
2022
Q4 		$9K Buy
812
+782
+2,607% +$12K ﹤0.01% 2833
2022
Q3 		$0 Buy
+30
New +$457 ﹤0.01% 3899

Other funds holding AVO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Carson Wealth (CWM LLC)'s AVO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Mission Produce (AVO) stake by 66% in Q1 2026, buying an estimated $12.4K and bringing the position to 2,338 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4109.

Carson Wealth (CWM LLC) first reported a position in AVO in Q3 2022 and has held it in 14 quarters since. 171 funds tracked by Wall St. Rank hold AVO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,338 shares of Mission Produce worth $32.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 929 Mission Produce shares in Q1 2026, an estimated $12.4K.
  • Mission Produce made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4109 holding.
  • Carson Wealth (CWM LLC) first reported a position in Mission Produce in Q3 2022 and has held it in 14 quarters since.
  • 171 funds tracked by Wall St. Rank held Mission Produce as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.