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True Wealth Design’s Mission Produce AVO Stock Holding History

True Wealth Design’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
-24
Closed -$331 – 2675
2026
Q1 		$331 Sell
24
-5
-17% -$67 ﹤0.01% 2191
2025
Q4 		$337 Buy
29
+7
+32% +$84 ﹤0.01% 2083
2025
Q3 		$265 Hold
22
– – ﹤0.01% 2232
2025
Q2 		$258 Hold
22
– – ﹤0.01% 1992
2025
Q1 		$231 Buy
+22
New +$256 ﹤0.01% 1893

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 $3.37T AUM 44.26% 1-Year Est. Return
PWM
Platform Wealth Management Holladay, Utah $273M AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

True Wealth Design's AVO Position: Q2 2026 in Review

True Wealth Design sold out of Mission Produce (AVO) in Q2 2026, closing a stake of 24 shares — an estimated $331 sold.

True Wealth Design first reported a position in AVO in Q1 2025 and held it in 5 quarters. The position peaked at $337 in Q4 2025. 170 funds tracked by Wall St. Rank hold AVO as of Q2 2026.

  • True Wealth Design reported no remaining Mission Produce position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 24 Mission Produce shares in Q2 2026, an estimated $331.
  • True Wealth Design first reported a position in Mission Produce in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's Mission Produce position peaked at $337 in Q4 2025.
  • 170 funds tracked by Wall St. Rank held Mission Produce as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.