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Atria Investments’s Cavco Industries CVCO Stock Holding History

Atria Investments’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
2025
Q2 		– Sell
-520
Closed -$270K – 2003
2025
Q1 		$270K Sell
520
-288
-36% -$145K ﹤0.01% 1679
2024
Q4 		$361K Sell
808
-51
-6% -$23.4K ﹤0.01% 1496
2024
Q3 		$368K Sell
859
-138
-14% -$54.5K ﹤0.01% 1499
2024
Q2 		$345K Buy
+997
New +$363K ﹤0.01% 1504

Other funds holding CVCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Atria Investments's CVCO Position: Q2 2025 in Review

Atria Investments sold out of Cavco Industries (CVCO) in Q2 2025, closing a stake of 520 shares — an estimated $270K sold.

Atria Investments first reported a position in CVCO in Q2 2024 and held it in 4 quarters. The position peaked at $368K in Q3 2024. 314 funds tracked by Wall St. Rank hold CVCO as of Q2 2025.

  • Atria Investments reported no remaining Cavco Industries position as of Q2 2025 after selling out during the quarter.
  • Atria Investments sold 520 Cavco Industries shares in Q2 2025, an estimated $270K.
  • Atria Investments first reported a position in Cavco Industries in Q2 2024 and held it in 4 quarters.
  • Atria Investments's Cavco Industries position peaked at $368K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.