Carson Wealth (CWM LLC)
CVGW

Carson Wealth (CWM LLC)’s Calavo Growers CVGW Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$205K Sell
7,948
-1,078
-12% -$27K ﹤0.01% 2720
2025
Q4 		$196K Sell
9,026
-3,412
-27% -$75.7K ﹤0.01% 2590
2025
Q3 		$320K Buy
12,438
+3,687
+42% +$99.5K ﹤0.01% 2074
2025
Q2 		$233K Buy
8,751
+6,448
+280% +$168K ﹤0.01% 2042
2025
Q1 		$55K Buy
2,303
+2,265
+5,961% +$53.2K ﹤0.01% 2897
2024
Q4 		$1K Buy
38
+1
+3% +$27 ﹤0.01% 4683
2024
Q3 		$1K Buy
37
+3
+9% +$73 ﹤0.01% 4545
2024
Q2 		$1K Sell
34
-87
-72% -$2.28K ﹤0.01% 4347
2024
Q1 		$3K Hold
121
– – ﹤0.01% 3827
2023
Q4 		$4K Buy
+121
New +$3.12K ﹤0.01% 3581
2023
Q3 		– Sell
-24
Closed -$1K – 4230
2023
Q2 		$1K Buy
+24
New +$745 ﹤0.01% 3938
2023
Q1 		– Sell
-28
Closed -$1K – 4095
2022
Q4 		$1K Sell
28
-51
-65% -$1.71K ﹤0.01% 3720
2022
Q3 		$3K Buy
+79
New +$3.17K ﹤0.01% 3281
2022
Q2 		– Sell
-51
Closed -$2K – 3835
2022
Q1 		$2K Sell
51
-9
-15% -$367 ﹤0.01% 3150
2021
Q4 		$3K Buy
+60
New +$2.46K ﹤0.01% 2957

Other funds holding CVGW

RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Calavo Growers (CVGW) stake by 12% in Q1 2026, selling an estimated $27K and leaving 7,948 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #2720.

Carson Wealth (CWM LLC) first reported a position in CVGW in Q4 2021 and has held it in 15 quarters since. The position peaked at $320K in Q3 2025. 155 funds tracked by Wall St. Rank hold CVGW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,948 shares of Calavo Growers worth $205K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,078 Calavo Growers shares in Q1 2026, an estimated $27K.
  • Calavo Growers made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2720 holding.
  • Carson Wealth (CWM LLC) first reported a position in Calavo Growers in Q4 2021 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s Calavo Growers position peaked at $320K in Q3 2025.
  • 155 funds tracked by Wall St. Rank held Calavo Growers as of Q1 2026.

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