National Philanthropic Trust’s Calavo Growers CVGW Stock Holding History

National Philanthropic Trust’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	-325,000	Closed	-$8.38M	–	414
2026 Q1	$8.38M	Hold	325,000	–	–	0.09%	65
2025 Q4	$7.07M	Buy	325,000 +100,000	+44%	+$2.22M	0.07%	83
2025 Q3	$5.79M	Buy	+225,000	New	+$6.07M	0.06%	83

Other funds holding CVGW

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

National Philanthropic Trust's CVGW Position: Q2 2026 in Review

National Philanthropic Trust sold out of Calavo Growers (CVGW) in Q2 2026, closing a stake of 325,000 shares — an estimated $8.38M sold.

National Philanthropic Trust first reported a position in CVGW in Q3 2025 and held it in 3 quarters. The position peaked at $8.38M in Q1 2026. 1 fund tracked by Wall St. Rank holds CVGW as of Q2 2026.

National Philanthropic Trust reported no remaining Calavo Growers position as of Q2 2026 after selling out during the quarter.
National Philanthropic Trust sold 325,000 Calavo Growers shares in Q2 2026, an estimated $8.38M.
National Philanthropic Trust first reported a position in Calavo Growers in Q3 2025 and held it in 3 quarters.
National Philanthropic Trust's Calavo Growers position peaked at $8.38M in Q1 2026.
1 fund tracked by Wall St. Rank held Calavo Growers as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.