Rothschild Investment LLC’s Calavo Growers CVGW Stock Holding History

Rothschild Investment LLC’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	-20	Closed	-$516	–	3658
2026 Q1	$516	Buy	20 +5	+33%	+$125	﹤0.01%	3117
2025 Q4	$326	Sell	15 -9	-38%	-$200	﹤0.01%	3032
2025 Q3	$618	Buy	24 +19	+380%	+$513	﹤0.01%	2767
2025 Q2	$133	Hold	5	–	–	﹤0.01%	2969
2025 Q1	$120	Sell	5 -10	-67%	-$235	﹤0.01%	2941
2024 Q4	$383	Hold	15	–	–	﹤0.01%	2633
2024 Q3	$428	Buy	15 +10	+200%	+$244	﹤0.01%	2502
2024 Q2	$114	Buy	+5	New	+$131	﹤0.01%	2698

Other funds holding CVGW

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

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

Rothschild Investment LLC sold out of Calavo Growers (CVGW) in Q2 2026, closing a stake of 20 shares — an estimated $516 sold.

Rothschild Investment LLC first reported a position in CVGW in Q2 2024 and held it in 8 quarters. The position peaked at $618 in Q3 2025. 1 fund tracked by Wall St. Rank holds CVGW as of Q2 2026.

Rothschild Investment LLC reported no remaining Calavo Growers position as of Q2 2026 after selling out during the quarter.
Rothschild Investment LLC sold 20 Calavo Growers shares in Q2 2026, an estimated $516.
Rothschild Investment LLC first reported a position in Calavo Growers in Q2 2024 and held it in 8 quarters.
Rothschild Investment LLC's Calavo Growers position peaked at $618 in Q3 2025.
1 fund tracked by Wall St. Rank held Calavo Growers as of Q2 2026.

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