LPL Financial
AVO icon

LPL Financial’s Mission Produce AVO Stock Holding History

LPL Financial’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 		$519K Buy
44,020
+16,599
+61% +$210K ﹤0.01% 4984
2026
Q1 		$377K Sell
27,421
-11,757
-30% -$157K ﹤0.01% 5020
2025
Q4 		$454K Sell
39,178
-2,383
-6% -$28.6K ﹤0.01% 4798
2025
Q3 		$500K Buy
41,561
+3,612
+10% +$44.6K ﹤0.01% 4630
2025
Q2 		$445K Sell
37,949
-9,533
-20% -$103K ﹤0.01% 4468
2025
Q1 		$498K Sell
47,482
-35,545
-43% -$414K ﹤0.01% 4180
2024
Q4 		$1.19M Buy
83,027
+11,233
+16% +$145K ﹤0.01% 3346
2024
Q3 		$920K Buy
+71,794
New +$796K ﹤0.01% 3474

Other funds holding AVO

RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PWM
Platform Wealth Management Holladay, Utah $273M AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LPL Financial's AVO Position: Q2 2026 in Review

LPL Financial increased its Mission Produce (AVO) stake by 61% in Q2 2026, buying an estimated $210K and bringing the position to 44,020 shares worth $519K. The position accounts for ﹤0.01% of the portfolio, ranked #4984.

LPL Financial first reported a position in AVO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.19M in Q4 2024. 170 funds tracked by Wall St. Rank hold AVO as of Q2 2026.

  • LPL Financial held 44,020 shares of Mission Produce worth $519K as of Q2 2026.
  • LPL Financial bought 16,599 Mission Produce shares in Q2 2026, an estimated $210K.
  • Mission Produce made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4984 holding.
  • LPL Financial first reported a position in Mission Produce in Q3 2024 and has held it in 8 quarters since.
  • LPL Financial's Mission Produce position peaked at $1.19M in Q4 2024.
  • 170 funds tracked by Wall St. Rank held Mission Produce as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.