EverSource Wealth Advisors’s Calavo Growers CVGW Stock Holding History

EverSource 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	-483	Closed	-$12.5K	–	4427
2026 Q1	$12.5K	Sell	483 -95	-16%	-$2.38K	﹤0.01%	2794
2025 Q4	$12.6K	Sell	578 -178	-24%	-$3.95K	﹤0.01%	2689
2025 Q3	$19.5K	Sell	756 -158	-17%	-$4.26K	﹤0.01%	2376
2025 Q2	$24.3K	Buy	914 +797	+681%	+$20.8K	﹤0.01%	2149
2025 Q1	$2.81K	Buy	117 +24	+26%	+$564	﹤0.01%	2768
2024 Q4	$2.37K	Buy	93 +16	+21%	+$435	﹤0.01%	2649
2024 Q3	$2.2K	Hold	77	–	–	﹤0.01%	2518
2024 Q2	$1.83K	Buy	+77	New	+$2.02K	﹤0.01%	2577
2023 Q1	–	Sell	-56	Closed	-$1.65K	–	2416
2022 Q4	$1.65K	Hold	56	–	–	﹤0.01%	1971
2022 Q3	$2K	Hold	56	–	–	﹤0.01%	1649
2022 Q2	$2K	Sell	56 -76	-58%	-$2.75K	﹤0.01%	1487
2022 Q1	$5K	Sell	132 -40	-23%	-$1.63K	﹤0.01%	1230
2021 Q4	$7K	Buy	+172	New	+$7.04K	﹤0.01%	1096

Other funds holding CVGW

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

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

EverSource Wealth Advisors sold out of Calavo Growers (CVGW) in Q2 2026, closing a stake of 483 shares — an estimated $12.5K sold.

EverSource Wealth Advisors first reported a position in CVGW in Q4 2021 and held it in 13 quarters. The position peaked at $24.3K in Q2 2025. 1 fund tracked by Wall St. Rank holds CVGW as of Q2 2026.

EverSource Wealth Advisors reported no remaining Calavo Growers position as of Q2 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 483 Calavo Growers shares in Q2 2026, an estimated $12.5K.
EverSource Wealth Advisors first reported a position in Calavo Growers in Q4 2021 and held it in 13 quarters.
EverSource Wealth Advisors's Calavo Growers position peaked at $24.3K in Q2 2025.
1 fund tracked by Wall St. Rank held Calavo Growers as of Q2 2026.

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