AssetMark Inc’s Cavco Industries CVCO Stock Holding History

AssetMark Inc’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	$2.46K	Buy	4 +2	+100%	+$1.06K	﹤0.01%	2910
2026 Q1	$969	Sell	2 -1	-33%	-$568	﹤0.01%	3045
2025 Q4	$1.77K	Buy	+3	New	+$1.7K	﹤0.01%	2798
2025 Q3	–	Sell	-2	Closed	-$869	–	3205
2025 Q2	$869	Buy	+2	New	+$937	﹤0.01%	2640
2019 Q1	–	Sell	-11	Closed	-$1K	–	1376
2018 Q4	$1K	Sell	11 -41	-79%	-$7.42K	﹤0.01%	1289
2018 Q3	$13K	Sell	52 -3	-5%	-$695	﹤0.01%	1003
2018 Q2	$11K	Buy	55 +6	+12%	+$1.13K	﹤0.01%	1024
2018 Q1	$9K	Buy	49 +28	+133%	+$4.63K	﹤0.01%	1060
2017 Q4	$3K	Sell	21 -7	-25%	-$1.05K	﹤0.01%	1337
2017 Q3	$4K	Hold	28	–	–	﹤0.01%	1166
2017 Q2	$4K	Hold	28	–	–	﹤0.01%	1130
2017 Q1	$3K	Buy	28 +7	+33%	+$760	﹤0.01%	1075
2016 Q4	$2K	Sell	21 -8	-28%	-$770	﹤0.01%	1128
2016 Q3	$3K	Buy	29 +10	+53%	+$997	﹤0.01%	1086
2016 Q2	$2K	Hold	19	–	–	﹤0.01%	1090
2016 Q1	$2K	Buy	+19	New	+$1.56K	﹤0.01%	1060

Other funds holding CVCO

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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return

AssetMark Inc's CVCO Position: Q2 2026 in Review

AssetMark Inc increased its Cavco Industries (CVCO) stake by 100% in Q2 2026, buying an estimated $1.06K and bringing the position to 4 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #2910.

AssetMark Inc first reported a position in CVCO in Q1 2016 and has held it in 16 quarters since. The position peaked at $13K in Q3 2018. 123 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

AssetMark Inc held 4 shares of Cavco Industries worth $2.46K as of Q2 2026.
AssetMark Inc bought 2 Cavco Industries shares in Q2 2026, an estimated $1.06K.
Cavco Industries made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2910 holding.
AssetMark Inc first reported a position in Cavco Industries in Q1 2016 and has held it in 16 quarters since.
AssetMark Inc's Cavco Industries position peaked at $13K in Q3 2018.
123 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.