EverSource Wealth Advisors’s Mission Produce AVO Stock Holding History

EverSource Wealth Advisors’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 Q2	$2.48K	Sell	210 -802	-79%	-$10.1K	﹤0.01%	3641
2026 Q1	$13.9K	Sell	1,012 -14	-1%	-$186	﹤0.01%	2739
2025 Q4	$11.9K	Sell	1,026 -88	-8%	-$1.05K	﹤0.01%	2712
2025 Q3	$13.4K	Sell	1,114 -613	-35%	-$7.57K	﹤0.01%	2653
2025 Q2	$20.2K	Buy	1,727 +1,454	+533%	+$15.8K	﹤0.01%	2278
2025 Q1	$2.86K	Buy	273 +46	+20%	+$536	﹤0.01%	2752
2024 Q4	$3.26K	Buy	227 +27	+14%	+$349	﹤0.01%	2528
2024 Q3	$2.56K	Hold	200	–	–	﹤0.01%	2459
2024 Q2	$2.25K	Hold	200	–	–	﹤0.01%	2513
2024 Q1	$2.27K	Hold	200	–	–	﹤0.01%	2335
2023 Q4	$2.02K	Buy	+200	New	+$1.86K	﹤0.01%	2163

Other funds holding AVO

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FSC

Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PWM

Platform Wealth Management Holladay, Utah $273M AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EverSource Wealth Advisors's AVO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Mission Produce (AVO) stake by 79% in Q2 2026, selling an estimated $10.1K and leaving 210 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #3641.

EverSource Wealth Advisors first reported a position in AVO in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.2K in Q2 2025. 171 funds tracked by Wall St. Rank hold AVO as of Q2 2026.

EverSource Wealth Advisors held 210 shares of Mission Produce worth $2.48K as of Q2 2026.
EverSource Wealth Advisors sold 802 Mission Produce shares in Q2 2026, an estimated $10.1K.
Mission Produce made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3641 holding.
EverSource Wealth Advisors first reported a position in Mission Produce in Q4 2023 and has held it in 11 quarters since.
EverSource Wealth Advisors's Mission Produce position peaked at $20.2K in Q2 2025.
171 funds tracked by Wall St. Rank held Mission Produce as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.