Root Financial Partners’s Calavo Growers CVGW Stock Holding History

Root Financial Partners’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	-26	Closed	-$671	–	1053
2026 Q1	$671	Buy	+26	New	+$651	﹤0.01%	2758

Other funds holding CVGW

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

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

Root Financial Partners sold out of Calavo Growers (CVGW) in Q2 2026, closing a stake of 26 shares — an estimated $671 sold.

Root Financial Partners first reported a position in CVGW in Q1 2026 and held it in 1 quarter. The position peaked at $671 in Q1 2026. 1 fund tracked by Wall St. Rank holds CVGW as of Q2 2026.

Root Financial Partners reported no remaining Calavo Growers position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 26 Calavo Growers shares in Q2 2026, an estimated $671.
Root Financial Partners first reported a position in Calavo Growers in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Calavo Growers position peaked at $671 in Q1 2026.
1 fund tracked by Wall St. Rank held Calavo Growers as of Q2 2026.

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