IEQ Capital’s Calavo Growers CVGW Stock Holding History

IEQ Capital’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	-8,036	Closed	-$207K	–	2051
2026 Q1	$207K	Sell	8,036 -12,071	-60%	-$302K	﹤0.01%	1683
2025 Q4	$437K	Sell	20,107 -9,068	-31%	-$201K	﹤0.01%	1398
2025 Q3	$751K	Buy	29,175 +4,316	+17%	+$117K	﹤0.01%	1121
2025 Q2	$661K	Buy	+24,859	New	+$650K	﹤0.01%	1023

Other funds holding CVGW

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

IEQ Capital's CVGW Position: Q2 2026 in Review

IEQ Capital sold out of Calavo Growers (CVGW) in Q2 2026, closing a stake of 8,036 shares — an estimated $207K sold.

IEQ Capital first reported a position in CVGW in Q2 2025 and held it in 4 quarters. The position peaked at $751K in Q3 2025. 1 fund tracked by Wall St. Rank holds CVGW as of Q2 2026.

IEQ Capital reported no remaining Calavo Growers position as of Q2 2026 after selling out during the quarter.
IEQ Capital sold 8,036 Calavo Growers shares in Q2 2026, an estimated $207K.
IEQ Capital first reported a position in Calavo Growers in Q2 2025 and held it in 4 quarters.
IEQ Capital's Calavo Growers position peaked at $751K in Q3 2025.
1 fund tracked by Wall St. Rank held Calavo Growers as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.