Blue Bell Private Wealth Management’s Cavco Industries CVCO Stock Holding History

Blue Bell Private 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	-4	Closed	-$2.08K	–	736
2025 Q1	$2.08K	Hold	4	–	–	﹤0.01%	625
2024 Q4	$1.78K	Hold	4	–	–	﹤0.01%	596
2024 Q3	$1.71K	Hold	4	–	–	﹤0.01%	618
2024 Q2	$1.39K	Hold	4	–	–	﹤0.01%	653
2024 Q1	$1.6K	Hold	4	–	–	﹤0.01%	644
2023 Q4	$1.39K	Hold	4	–	–	﹤0.01%	649
2023 Q3	$1.06K	Hold	4	–	–	﹤0.01%	625
2023 Q2	$1.18K	Hold	4	–	–	﹤0.01%	628
2023 Q1	$1.27K	Hold	4	–	–	﹤0.01%	593
2022 Q4	$905	Hold	4	–	–	﹤0.01%	642
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	658
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	704
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	766
2021 Q4	$1K	Buy	+4	New	+$1.11K	﹤0.01%	758

Other funds holding CVCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

BBCM

Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Blue Bell Private Wealth Management's CVCO Position: Q2 2025 in Review

Blue Bell Private Wealth Management sold out of Cavco Industries (CVCO) in Q2 2025, closing a stake of 4 shares — an estimated $2.08K sold.

Blue Bell Private Wealth Management first reported a position in CVCO in Q4 2021 and held it in 14 quarters. The position peaked at $2.08K in Q1 2025. 314 funds tracked by Wall St. Rank hold CVCO as of Q2 2025.

Blue Bell Private Wealth Management reported no remaining Cavco Industries position as of Q2 2025 after selling out during the quarter.
Blue Bell Private Wealth Management sold 4 Cavco Industries shares in Q2 2025, an estimated $2.08K.
Blue Bell Private Wealth Management first reported a position in Cavco Industries in Q4 2021 and held it in 14 quarters.
Blue Bell Private Wealth Management's Cavco Industries position peaked at $2.08K in Q1 2025.
314 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.