Action Point Financial Planning’s Cavco Industries CVCO Stock Holding History

Action Point Financial Planning’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 Q2	$3.07K	Buy	+5	New	+$2.65K	﹤0.01%	2051

Other funds holding CVCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Action Point Financial Planning's CVCO Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Cavco Industries (CVCO) in Q2 2026: 5 shares worth $3.07K. The stake represents ﹤0.01% of the portfolio and ranks #2051 among its holdings.

356 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

Action Point Financial Planning held 5 shares of Cavco Industries worth $3.07K as of Q2 2026.
Cavco Industries was a new Action Point Financial Planning position in Q2 2026.
Cavco Industries made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2051 holding.
356 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.