SPIA
CVGW

Steward Partners Investment Advisory’s Calavo Growers CVGW Stock Holding History

Steward Partners Investment Advisory’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
Q1 		– Sell
-44
Closed -$957 – 4461
2025
Q4 		$957 Hold
44
– – ﹤0.01% 4092
2025
Q3 		$1.13K Buy
+44
New +$1.19K ﹤0.01% 4034
2018
Q4 		– Sell
-17
Closed -$2K – 1040
2018
Q3 		$2K Buy
+17
New +$1.68K ﹤0.01% 2355

Other funds holding CVGW

RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Steward Partners Investment Advisory's CVGW Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Calavo Growers (CVGW) in Q1 2026, closing a stake of 44 shares — an estimated $957 sold.

Steward Partners Investment Advisory first reported a position in CVGW in Q3 2018 and held it in 3 quarters. The position peaked at $2K in Q3 2018. 155 funds tracked by Wall St. Rank hold CVGW as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining Calavo Growers position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 44 Calavo Growers shares in Q1 2026, an estimated $957.
  • Steward Partners Investment Advisory first reported a position in Calavo Growers in Q3 2018 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Calavo Growers position peaked at $2K in Q3 2018.
  • 155 funds tracked by Wall St. Rank held Calavo Growers as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.