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Blue Trust Inc’s Cavco Industries CVCO Stock Holding History

Blue Trust Inc’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
-23
Closed -$12K – 2483
2025
Q1 		$12K Hold
23
– – ﹤0.01% 1816
2024
Q4 		$10.3K Sell
23
-167
-88% -$76.7K ﹤0.01% 1837
2024
Q3 		$65.8K Buy
190
+90
+90% +$35.5K ﹤0.01% 1443
2024
Q2 		$39.9K Buy
100
+99
+9,900% +$36K ﹤0.01% 1347
2024
Q1 		$399 Sell
1
-66
-99% -$23.4K ﹤0.01% 2027
2023
Q4 		$18K Buy
67
+39
+139% +$11.1K ﹤0.01% 1326
2023
Q3 		$8K Hold
28
– – ﹤0.01% 1465
2023
Q2 		$9K Buy
+28
New +$8.05K ﹤0.01% 1329
2023
Q1 		– Sell
-2
Closed – – 2364
2022
Q4 		$0 Hold
2
– – ﹤0.01% 2277
2022
Q3 		$0 Buy
+2
New +$474 ﹤0.01% 2135

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

Blue Trust Inc's CVCO Position: Q2 2025 in Review

Blue Trust Inc sold out of Cavco Industries (CVCO) in Q2 2025, closing a stake of 23 shares — an estimated $12K sold.

Blue Trust Inc first reported a position in CVCO in Q3 2022 and held it in 10 quarters. The position peaked at $65.8K in Q3 2024. 314 funds tracked by Wall St. Rank hold CVCO as of Q2 2025.

  • Blue Trust Inc reported no remaining Cavco Industries position as of Q2 2025 after selling out during the quarter.
  • Blue Trust Inc sold 23 Cavco Industries shares in Q2 2025, an estimated $12K.
  • Blue Trust Inc first reported a position in Cavco Industries in Q3 2022 and held it in 10 quarters.
  • Blue Trust Inc's Cavco Industries position peaked at $65.8K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2025.

Based on Blue Trust Inc's 13F filing for Q2 2025, filed 24 Jul 2025.