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Axxcess Wealth Management’s Cavco Industries CVCO Stock Holding History

Axxcess Wealth Management’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
-2,644
Closed -$1.37M – 889
2025
Q1 		$1.37M Buy
+2,644
New +$1.33M 0.04% 324

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

Axxcess Wealth Management's CVCO Position: Q2 2025 in Review

Axxcess Wealth Management sold out of Cavco Industries (CVCO) in Q2 2025, closing a stake of 2,644 shares — an estimated $1.37M sold.

Axxcess Wealth Management first reported a position in CVCO in Q1 2025 and held it in 1 quarter. The position peaked at $1.37M in Q1 2025. 314 funds tracked by Wall St. Rank hold CVCO as of Q2 2025.

  • Axxcess Wealth Management reported no remaining Cavco Industries position as of Q2 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,644 Cavco Industries shares in Q2 2025, an estimated $1.37M.
  • Axxcess Wealth Management first reported a position in Cavco Industries in Q1 2025 and held it in 1 quarter.
  • Axxcess Wealth Management's Cavco Industries position peaked at $1.37M in Q1 2025.
  • 314 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2025.

Based on Axxcess Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.