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Rothschild Investment LLC’s Mission Produce AVO Stock Holding History

Rothschild Investment LLC’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 		$472 Sell
40
-48
-55% -$606 ﹤0.01% 3274
2026
Q1 		$1.21K Buy
88
+48
+120% +$639 ﹤0.01% 2787
2025
Q4 		$464 Hold
40
– – ﹤0.01% 2945
2025
Q3 		$481 Sell
40
-20
-33% -$247 ﹤0.01% 2838
2025
Q2 		$703 Buy
+60
New +$650 ﹤0.01% 2622
2024
Q3 		– Sell
-10
Closed -$99 – 2898
2024
Q2 		$99 Buy
+10
New +$114 ﹤0.01% 2742

Other funds holding AVO

RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PWM
Platform Wealth Management Holladay, Utah $273M AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Rothschild Investment LLC's AVO Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Mission Produce (AVO) stake by 55% in Q2 2026, selling an estimated $606 and leaving 40 shares worth $472. The position accounts for ﹤0.01% of the portfolio, ranked #3274.

Rothschild Investment LLC first reported a position in AVO in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.21K in Q1 2026. 171 funds tracked by Wall St. Rank hold AVO as of Q2 2026.

  • Rothschild Investment LLC held 40 shares of Mission Produce worth $472 as of Q2 2026.
  • Rothschild Investment LLC sold 48 Mission Produce shares in Q2 2026, an estimated $606.
  • Mission Produce made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3274 holding.
  • Rothschild Investment LLC first reported a position in Mission Produce in Q2 2024 and has held it in 6 quarters since.
  • Rothschild Investment LLC's Mission Produce position peaked at $1.21K in Q1 2026.
  • 171 funds tracked by Wall St. Rank held Mission Produce as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.