LFG
CVGW

Larson Financial Group’s Calavo Growers CVGW Stock Holding History

Larson Financial Group’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
2025
Q2 		– Sell
-2
Closed -$48 – 3332
2025
Q1 		$48 Hold
2
– – ﹤0.01% 2989
2024
Q4 		$51 Hold
2
– – ﹤0.01% 2699
2024
Q3 		$57 Hold
2
– – ﹤0.01% 2626
2024
Q2 		$45 Buy
+2
New +$52 ﹤0.01% 2376

Other funds holding CVGW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Larson Financial Group's CVGW Position: Q2 2025 in Review

Larson Financial Group sold out of Calavo Growers (CVGW) in Q2 2025, closing a stake of 2 shares — an estimated $48 sold.

Larson Financial Group first reported a position in CVGW in Q2 2024 and held it in 4 quarters. The position peaked at $57 in Q3 2024. 163 funds tracked by Wall St. Rank hold CVGW as of Q2 2025.

  • Larson Financial Group reported no remaining Calavo Growers position as of Q2 2025 after selling out during the quarter.
  • Larson Financial Group sold 2 Calavo Growers shares in Q2 2025, an estimated $48.
  • Larson Financial Group first reported a position in Calavo Growers in Q2 2024 and held it in 4 quarters.
  • Larson Financial Group's Calavo Growers position peaked at $57 in Q3 2024.
  • 163 funds tracked by Wall St. Rank held Calavo Growers as of Q2 2025.

Based on Larson Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.