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Beacon Pointe Advisors’s CVD Equipment Corp CVV Stock Holding History

Beacon Pointe Advisors’s Portfolio CVV Stock Details CVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,840
Closed -$33.5K – 1849
2025
Q4 		$33.5K Sell
10,840
-259
-2% -$901 ﹤0.01% 1491
2025
Q3 		$37.3K Buy
+11,099
New +$36K ﹤0.01% 1371

Other funds holding CVV

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Beacon Pointe Advisors's CVV Position: Q1 2026 in Review

Beacon Pointe Advisors sold out of CVD Equipment Corp (CVV) in Q1 2026, closing a stake of 10,840 shares — an estimated $33.5K sold.

Beacon Pointe Advisors first reported a position in CVV in Q3 2025 and held it in 2 quarters. The position peaked at $37.3K in Q3 2025. 29 funds tracked by Wall St. Rank hold CVV as of Q1 2026.

  • Beacon Pointe Advisors reported no remaining CVD Equipment Corp position as of Q1 2026 after selling out during the quarter.
  • Beacon Pointe Advisors sold 10,840 CVD Equipment Corp shares in Q1 2026, an estimated $33.5K.
  • Beacon Pointe Advisors first reported a position in CVD Equipment Corp in Q3 2025 and held it in 2 quarters.
  • Beacon Pointe Advisors's CVD Equipment Corp position peaked at $37.3K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held CVD Equipment Corp as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.