Boston Partners
CVCO icon

Boston Partners’s Cavco Industries CVCO Stock Holding History

Boston Partners’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
2026
Q2 		$200M Buy
325,596
+25,936
+9% +$13.8M 0.18% 165
2026
Q1 		$145M Sell
299,660
-68,179
-19% -$38.7M 0.15% 183
2025
Q4 		$218M Sell
367,839
-1,338
-0.4% -$758K 0.23% 159
2025
Q3 		$214M Buy
369,177
+167,230
+83% +$81.8M 0.22% 151
2025
Q2 		$87.8M Buy
201,947
+198,256
+5,371% +$92.9M 0.1% 219
2025
Q1 		$1.92M Buy
3,691
+78
+2% +$39.2K ﹤0.01% 502
2024
Q4 		$1.61M Sell
3,613
-222
-6% -$102K ﹤0.01% 519
2024
Q3 		$1.45M Sell
3,835
-68
-2% -$26.8K ﹤0.01% 555
2024
Q2 		$1.15M Sell
3,903
-321
-8% -$117K ﹤0.01% 562
2024
Q1 		$1.2M Sell
4,224
-787
-16% -$279K ﹤0.01% 555
2023
Q4 		$1.53M Buy
5,011
+2
+0% +$570 ﹤0.01% 522
2023
Q3 		$1.17M Buy
5,009
+311
+7% +$87.2K ﹤0.01% 537
2023
Q2 		$1.39M Buy
4,698
+318
+7% +$91.4K ﹤0.01% 516
2023
Q1 		$1.39M Buy
4,380
+341
+8% +$94.4K ﹤0.01% 499
2022
Q4 		$914K Buy
4,039
+1,242
+44% +$276K ﹤0.01% 521
2022
Q3 		$576K Buy
+2,797
New +$663K ﹤0.01% 583

Other funds holding CVCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Boston Partners's CVCO Position: Q2 2026 in Review

Boston Partners increased its Cavco Industries (CVCO) stake by 8.7% in Q2 2026, buying an estimated $13.8M and bringing the position to 325,596 shares worth $200M. The position accounts for 0.18% of the portfolio, ranked #165.

Boston Partners first reported a position in CVCO in Q3 2022 and has held it in 16 quarters since. The position peaked at $218M in Q4 2025. 358 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Boston Partners held 325,596 shares of Cavco Industries worth $200M as of Q2 2026.
  • Boston Partners bought 25,936 Cavco Industries shares in Q2 2026, an estimated $13.8M.
  • Cavco Industries made up 0.18% of Boston Partners's portfolio in Q2 2026, its #165 holding.
  • Boston Partners first reported a position in Cavco Industries in Q3 2022 and has held it in 16 quarters since.
  • Boston Partners's Cavco Industries position peaked at $218M in Q4 2025.
  • 358 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Boston Partners's 13F filing for Q2 2026, filed 4 Aug 2026.