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 Q3	$740K	Buy	56,467 +12,447	+28%	+$161K	﹤0.01%	4791
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $544M AUM 7.57% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 14.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial's AVO Position: Q3 2026 in Review

LPL Financial increased its Mission Produce (AVO) stake by 28% in Q3 2026, buying an estimated $161K and bringing the position to 56,467 shares worth $740K. The position accounts for ﹤0.01% of the portfolio, ranked #4791.

LPL Financial first reported a position in AVO in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.19M in Q4 2024. 57 funds tracked by Wall St. Rank hold AVO as of Q3 2026.

LPL Financial held 56,467 shares of Mission Produce worth $740K as of Q3 2026.
LPL Financial bought 12,447 Mission Produce shares in Q3 2026, an estimated $161K.
Mission Produce made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4791 holding.
LPL Financial first reported a position in Mission Produce in Q3 2024 and has held it in 9 quarters since.
LPL Financial's Mission Produce position peaked at $1.19M in Q4 2024.
57 funds tracked by Wall St. Rank held Mission Produce as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.