Annis Gardner Whiting Capital Advisors’s Cavco Industries CVCO Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-2	Closed	-$969	–	542
2026 Q1	$969	Sell	2 -1	-33%	-$568	﹤0.01%	1154
2025 Q4	$1.77K	Buy	3 +1	+50%	+$567	﹤0.01%	973
2025 Q3	$1.16K	Hold	2	–	–	﹤0.01%	966
2025 Q2	$869	Buy	+2	New	+$937	﹤0.01%	1103
2025 Q1	–	Sell	-2	Closed	-$893	–	763
2024 Q4	$893	Buy	+2	New	+$918	﹤0.01%	718
2024 Q3	–	Sell	-2	Closed	-$693	–	791
2024 Q2	$693	Buy	+2	New	+$728	﹤0.01%	913

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's CVCO Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Cavco Industries (CVCO) in Q2 2026, closing a stake of 2 shares — an estimated $969 sold.

Annis Gardner Whiting Capital Advisors first reported a position in CVCO in Q2 2024 and held it in 6 quarters. The position peaked at $1.77K in Q4 2025. 360 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Cavco Industries position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 2 Cavco Industries shares in Q2 2026, an estimated $969.
Annis Gardner Whiting Capital Advisors first reported a position in Cavco Industries in Q2 2024 and held it in 6 quarters.
Annis Gardner Whiting Capital Advisors's Cavco Industries position peaked at $1.77K in Q4 2025.
360 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.