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Essential Partners’s Mission Produce AVO Stock Holding History

Essential Partners’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
Q3 		$79 Sell
6
-1
-14% -$13 ﹤0.01% 2717
2026
Q2 		$83 Buy
7
+1
+17% +$13 ﹤0.01% 2759
2026
Q1 		$83 Buy
+6
New +$80 ﹤0.01% 2742

Other funds holding AVO

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's AVO Position: Q3 2026 in Review

Essential Partners reduced its Mission Produce (AVO) stake by 14% in Q3 2026, selling an estimated $13 and leaving 6 shares worth $79. The position accounts for ﹤0.01% of the portfolio, ranked #2717.

Essential Partners first reported a position in AVO in Q1 2026 and has held it in 3 quarters since. The position peaked at $83 in Q2 2026. 11 funds tracked by Wall St. Rank hold AVO as of Q3 2026.

  • Essential Partners held 6 shares of Mission Produce worth $79 as of Q3 2026.
  • Essential Partners sold 1 Mission Produce share in Q3 2026, an estimated $13.
  • Mission Produce made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2717 holding.
  • Essential Partners first reported a position in Mission Produce in Q1 2026 and has held it in 3 quarters since.
  • Essential Partners's Mission Produce position peaked at $83 in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Mission Produce as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.