LPL Financial’s Calavo Growers CVGW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-17,214
| Closed | -$444K | – | 6240 |
|
|
2026
Q1 | $444K | Sell |
17,214
-391
| -2% | -$9.79K | ﹤0.01% | 4870 |
|
|
2025
Q4 | $383K | Buy |
17,605
+772
| +5% | +$17.1K | ﹤0.01% | 4958 |
|
|
2025
Q3 | $433K | Buy |
16,833
+30
| +0.2% | +$810 | ﹤0.01% | 4739 |
|
|
2025
Q2 | $447K | Buy |
+16,803
| New | +$439K | ﹤0.01% | 4466 |
|
|
2022
Q3 | – | Sell |
-5,116
| Closed | -$213K | – | 4438 |
|
|
2022
Q2 | $213K | Buy |
+5,116
| New | +$185K | ﹤0.01% | 3894 |
|
|
2022
Q1 | – | Sell |
-5,192
| Closed | -$220K | – | 4226 |
|
|
2021
Q4 | $220K | Sell |
5,192
-1,094
| -17% | -$44.8K | ﹤0.01% | 3925 |
|
|
2021
Q3 | $240K | Sell |
6,286
-1,914
| -23% | -$95.6K | ﹤0.01% | 3820 |
|
|
2021
Q2 | $520K | Sell |
8,200
-606
| -7% | -$44.5K | ﹤0.01% | 3125 |
|
|
2021
Q1 | $684K | Sell |
8,806
-452
| -5% | -$34.6K | ﹤0.01% | 2747 |
|
|
2020
Q4 | $643K | Sell |
9,258
-20
| -0.2% | -$1.41K | ﹤0.01% | 2529 |
|
|
2020
Q3 | $615K | Sell |
9,278
-300
| -3% | -$18.8K | ﹤0.01% | 2305 |
|
|
2020
Q2 | $603K | Sell |
9,578
-850
| -8% | -$51K | ﹤0.01% | 2225 |
|
|
2020
Q1 | $602K | Buy |
10,428
+228
| +2% | +$16.1K | ﹤0.01% | 1978 |
|
|
2019
Q4 | $924K | Sell |
10,200
-555
| -5% | -$49.6K | ﹤0.01% | 1903 |
|
|
2019
Q3 | $1.02M | Sell |
10,755
-34
| -0.3% | -$3.12K | ﹤0.01% | 1720 |
|
|
2019
Q2 | $1.04M | Buy |
10,789
+669
| +7% | +$62.5K | ﹤0.01% | 1699 |
|
|
2019
Q1 | $849K | Buy |
10,120
+729
| +8% | +$59.2K | ﹤0.01% | 1769 |
|
|
2018
Q4 | $685K | Buy |
9,391
+267
| +3% | +$24.9K | ﹤0.01% | 1791 |
|
|
2018
Q3 | $881K | Sell |
9,124
-862
| -9% | -$85.2K | ﹤0.01% | 1767 |
|
|
2018
Q2 | $960K | Sell |
9,986
-7,243
| -42% | -$673K | ﹤0.01% | 1650 |
|
|
2018
Q1 | $1.59M | Sell |
17,229
-211
| -1% | -$18.5K | ﹤0.01% | 1274 |
|
|
2017
Q4 | $1.47M | Buy |
17,440
+8,213
| +89% | +$605K | ﹤0.01% | 1266 |
|
|
2017
Q3 | $675K | Sell |
9,227
-35
| -0.4% | -$2.48K | ﹤0.01% | 1714 |
|
|
2017
Q2 | $640K | Buy |
9,262
+142
| +2% | +$9.56K | ﹤0.01% | 1689 |
|
|
2017
Q1 | $550K | Buy |
9,120
+1,136
| +14% | +$65.5K | ﹤0.01% | 1720 |
|
|
2016
Q4 | $490K | Sell |
7,984
-372
| -4% | -$22.6K | ﹤0.01% | 1766 |
|
|
2016
Q3 | $543K | Sell |
8,356
-1
| -0% | -$65 | 0.01% | 1635 |
|
|
2016
Q2 | $555K | Sell |
8,357
-7,373
| -47% | -$437K | ﹤0.01% | 1584 |
|
|
2016
Q1 | $898K | Buy |
15,730
+4,792
| +44% | +$248K | ﹤0.01% | 1756 |
|
|
2015
Q4 | $538K | Buy |
10,938
+5,610
| +105% | +$285K | ﹤0.01% | 2140 |
|
|
2015
Q3 | $244K | Sell |
5,328
-200
| -4% | -$10.4K | ﹤0.01% | 2367 |
|
|
2015
Q2 | $287K | Buy |
5,528
+175
| +3% | +$9.11K | ﹤0.01% | 2339 |
|
|
2015
Q1 | $274K | Sell |
5,353
-41
| -0.8% | -$1.83K | ﹤0.01% | 2321 |
|
|
2014
Q4 | $255K | Buy |
+5,394
| New | +$248K | ﹤0.01% | 2299 |
|
Other funds holding CVGW
LPL Financial's CVGW Position: Q2 2026 in Review
LPL Financial sold out of Calavo Growers (CVGW) in Q2 2026, closing a stake of 17,214 shares — an estimated $444K sold.
LPL Financial first reported a position in CVGW in Q4 2014 and held it in 34 quarters. The position peaked at $1.59M in Q1 2018. 1 fund tracked by Wall St. Rank holds CVGW as of Q2 2026.
- LPL Financial reported no remaining Calavo Growers position as of Q2 2026 after selling out during the quarter.
- LPL Financial sold 17,214 Calavo Growers shares in Q2 2026, an estimated $444K.
- LPL Financial first reported a position in Calavo Growers in Q4 2014 and held it in 34 quarters.
- LPL Financial's Calavo Growers position peaked at $1.59M in Q1 2018.
- 1 fund tracked by Wall St. Rank held Calavo Growers as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.