CA
CVGW

Clearstead Advisors’s Calavo Growers CVGW Stock Holding History

Clearstead Advisors’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
-39
Closed -$1K – 2864
2025
Q3 		$1K Sell
39
-62
-61% -$1.67K ﹤0.01% 2617
2025
Q2 		$2.69K Buy
+101
New +$2.64K ﹤0.01% 2261

Other funds holding CVGW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
GI
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clearstead Advisors's CVGW Position: Q4 2025 in Review

Clearstead Advisors sold out of Calavo Growers (CVGW) in Q4 2025, closing a stake of 39 shares — an estimated $1K sold.

Clearstead Advisors first reported a position in CVGW in Q2 2025 and held it in 2 quarters. The position peaked at $2.69K in Q2 2025. 156 funds tracked by Wall St. Rank hold CVGW as of Q4 2025.

  • Clearstead Advisors reported no remaining Calavo Growers position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 39 Calavo Growers shares in Q4 2025, an estimated $1K.
  • Clearstead Advisors first reported a position in Calavo Growers in Q2 2025 and held it in 2 quarters.
  • Clearstead Advisors's Calavo Growers position peaked at $2.69K in Q2 2025.
  • 156 funds tracked by Wall St. Rank held Calavo Growers as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.