Superior Planning, LLC’s Cavco Industries CVCO Stock Holding History

Superior Planning, LLC’s Portfolio CVCO Stock Details CVCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.48K	Buy	+8	New	+$4.54K	﹤0.01%	1247

Other funds holding CVCO

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Superior Planning, LLC's CVCO Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Cavco Industries (CVCO) in Q3 2026: 8 shares worth $4.48K. The stake represents ﹤0.01% of the portfolio and ranks #1247 among its holdings.

234 funds tracked by Wall St. Rank hold CVCO as of Q3 2026.

Superior Planning, LLC held 8 shares of Cavco Industries worth $4.48K as of Q3 2026.
Cavco Industries was a new Superior Planning, LLC position in Q3 2026.
Cavco Industries made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1247 holding.
234 funds tracked by Wall St. Rank held Cavco Industries as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.