Envestnet Asset Management’s Calavo Growers CVGW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-59,846
Closed -$1.54M 4506
2025
Q3
$1.54M Buy
59,846
+22,361
+60% +$604K ﹤0.01% 3066
2025
Q2
$997K Buy
+37,485
New +$979K ﹤0.01% 3282
2022
Q1
Sell
-4,937
Closed -$209K 3958
2021
Q4
$209K Sell
4,937
-29,442
-86% -$1.21M ﹤0.01% 3634
2021
Q3
$1.31M Sell
34,379
-23,751
-41% -$1.19M ﹤0.01% 2368
2021
Q2
$3.69M Sell
58,130
-647
-1% -$47.5K ﹤0.01% 1702
2021
Q1
$4.56M Buy
58,777
+1,452
+3% +$111K ﹤0.01% 1465
2020
Q4
$3.98M Sell
57,325
-1,060
-2% -$74.8K ﹤0.01% 1385
2020
Q3
$3.87M Sell
58,385
-1,678
-3% -$105K ﹤0.01% 1291
2020
Q2
$3.78M Buy
60,063
+6,300
+12% +$378K ﹤0.01% 1259
2020
Q1
$3.1M Buy
53,763
+11,883
+28% +$839K ﹤0.01% 1219
2019
Q4
$3.79M Buy
41,880
+1,656
+4% +$148K ﹤0.01% 1282
2019
Q3
$3.83M Buy
40,224
+4,145
+11% +$380K ﹤0.01% 1193
2019
Q2
$3.49M Buy
36,079
+4,411
+14% +$412K ﹤0.01% 1244
2019
Q1
$2.65M Buy
31,668
+1,029
+3% +$83.5K ﹤0.01% 1330
2018
Q4
$2.23M Buy
+30,639
New +$2.86M ﹤0.01% 1284
2018
Q3
Sell
-6,833
Closed -$657K 1533
2018
Q2
$657K Sell
6,833
-97
-1% -$9.02K ﹤0.01% 1206
2018
Q1
$639K Sell
6,930
-3,638
-34% -$318K ﹤0.01% 1107
2017
Q4
$891K Buy
10,568
+965
+10% +$71.1K ﹤0.01% 1251
2017
Q3
$703K Buy
9,603
+379
+4% +$26.8K ﹤0.01% 1301
2017
Q2
$637K Buy
9,224
+1,815
+24% +$122K ﹤0.01% 1382
2017
Q1
$449K Buy
7,409
+2,872
+63% +$166K ﹤0.01% 1579
2016
Q4
$279K Sell
4,537
-1,453
-24% -$88.4K ﹤0.01% 1740
2016
Q3
$392K Sell
5,990
-1,898
-24% -$123K ﹤0.01% 1701
2016
Q2
$528K Sell
7,888
-548
-6% -$32.5K ﹤0.01% 1613
2016
Q1
$481K Sell
8,436
-1,390
-14% -$72.1K ﹤0.01% 1658
2015
Q4
$481K Buy
9,826
+8,356
+568% +$425K ﹤0.01% 1606
2015
Q3
$66K Buy
+1,470
New +$76.7K ﹤0.01% 2524
2015
Q1
Sell
-1,229
Closed -$58K 2103
2014
Q4
$58K Sell
1,229
-400
-25% -$18.4K ﹤0.01% 1360
2014
Q3
$74K Buy
1,629
+39
+2% +$1.48K ﹤0.01% 1387
2014
Q2
$54K Sell
1,590
-30
-2% -$981 ﹤0.01% 1403
2014
Q1
$58K Sell
1,620
-21
-1% -$665 ﹤0.01% 1307
2013
Q4
$50K Buy
1,641
+124
+8% +$3.69K ﹤0.01% 1214
2013
Q3
$46K Sell
1,517
-137
-8% -$3.77K ﹤0.01% 1217
2013
Q2
$45K Buy
+1,654
New +$47.6K ﹤0.01% 1191

Other funds holding CVGW

Envestnet Asset Management's CVGW Position: Q4 2025 in Review

Envestnet Asset Management sold out of Calavo Growers (CVGW) in Q4 2025, closing a stake of 59,846 shares — an estimated $1.54M sold.

Envestnet Asset Management first reported a position in CVGW in Q2 2013 and held it in 34 quarters. The position peaked at $4.56M in Q1 2021. 156 funds tracked by Wall St. Rank hold CVGW as of Q4 2025.

  • Envestnet Asset Management reported no remaining Calavo Growers position as of Q4 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 59,846 Calavo Growers shares in Q4 2025, an estimated $1.54M.
  • Envestnet Asset Management first reported a position in Calavo Growers in Q2 2013 and held it in 34 quarters.
  • Envestnet Asset Management's Calavo Growers position peaked at $4.56M in Q1 2021.
  • 156 funds tracked by Wall St. Rank held Calavo Growers as of Q4 2025.

Based on Envestnet Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.