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Root Financial Partners’s Mission Produce AVO Stock Holding History

Root Financial Partners’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 		– Sell
-43
Closed -$592 – 650
2026
Q1 		$592 Buy
+43
New +$573 ﹤0.01% 2807

Other funds holding AVO

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IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Root Financial Partners's AVO Position: Q2 2026 in Review

Root Financial Partners sold out of Mission Produce (AVO) in Q2 2026, closing a stake of 43 shares — an estimated $592 sold.

Root Financial Partners first reported a position in AVO in Q1 2026 and held it in 1 quarter. The position peaked at $592 in Q1 2026. 30 funds tracked by Wall St. Rank hold AVO as of Q2 2026.

  • Root Financial Partners reported no remaining Mission Produce position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 43 Mission Produce shares in Q2 2026, an estimated $592.
  • Root Financial Partners first reported a position in Mission Produce in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Mission Produce position peaked at $592 in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Mission Produce as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.