EP Wealth Advisors’s Calavo Growers CVGW Stock Holding History

EP Wealth 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
2026 Q2	–	Sell	-11,058	Closed	-$285K	–	1758
2026 Q1	$285K	Buy	11,058 +171	+2%	+$4.28K	﹤0.01%	1198
2025 Q4	$237K	Buy	+10,887	New	+$241K	﹤0.01%	1277
2025 Q2	$282K	Sell	10,588 -115	-1%	-$3K	﹤0.01%	1056
2025 Q1	$257K	Buy	+10,703	New	+$251K	﹤0.01%	1002

Other funds holding CVGW

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

EP Wealth Advisors's CVGW Position: Q2 2026 in Review

EP Wealth Advisors sold out of Calavo Growers (CVGW) in Q2 2026, closing a stake of 11,058 shares — an estimated $285K sold.

EP Wealth Advisors first reported a position in CVGW in Q1 2025 and held it in 4 quarters. The position peaked at $285K in Q1 2026. 1 fund tracked by Wall St. Rank holds CVGW as of Q2 2026.

EP Wealth Advisors reported no remaining Calavo Growers position as of Q2 2026 after selling out during the quarter.
EP Wealth Advisors sold 11,058 Calavo Growers shares in Q2 2026, an estimated $285K.
EP Wealth Advisors first reported a position in Calavo Growers in Q1 2025 and held it in 4 quarters.
EP Wealth Advisors's Calavo Growers position peaked at $285K in Q1 2026.
1 fund tracked by Wall St. Rank held Calavo Growers as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.