AAS
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Avantax Advisory Services’s Cavco Industries CVCO Stock Holding History

Avantax Advisory Services’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 		$234K Buy
538
+22
+4% +$10.3K ﹤0.01% 2095
2025
Q1 		$268K Sell
516
-204
-28% -$103K ﹤0.01% 1916
2024
Q4 		$321K Buy
720
+55
+8% +$25.3K ﹤0.01% 1736
2024
Q3 		$285K Sell
665
-45
-6% -$17.8K ﹤0.01% 1795
2024
Q2 		$246K Buy
+710
New +$258K ﹤0.01% 1824

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

Avantax Advisory Services's CVCO Position: Q2 2025 in Review

Avantax Advisory Services increased its Cavco Industries (CVCO) stake by 4.3% in Q2 2025, buying an estimated $10.3K and bringing the position to 538 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #2095.

Avantax Advisory Services first reported a position in CVCO in Q2 2024 and has held it in 5 quarters since. The position peaked at $321K in Q4 2024. 314 funds tracked by Wall St. Rank hold CVCO as of Q2 2025.

  • Avantax Advisory Services held 538 shares of Cavco Industries worth $234K as of Q2 2025.
  • Avantax Advisory Services bought 22 Cavco Industries shares in Q2 2025, an estimated $10.3K.
  • Cavco Industries made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2095 holding.
  • Avantax Advisory Services first reported a position in Cavco Industries in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Cavco Industries position peaked at $321K in Q4 2024.
  • 314 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.