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Boston Trust Walden’s Cavco Industries CVCO Stock Holding History

Boston Trust Walden’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 		$95.7M Buy
155,713
+15,930
+11% +$8.46M 0.73% 31
2026
Q1 		$67.7M Sell
139,783
-14,884
-10% -$8.45M 0.56% 57
2025
Q4 		$91.4M Sell
154,667
-6,906
-4% -$3.91M 0.69% 34
2025
Q3 		$93.8M Sell
161,573
-1,633
-1% -$799K 0.69% 34
2025
Q2 		$70.9M Sell
163,206
-28,616
-15% -$13.4M 0.51% 68
2025
Q1 		$99.7M Sell
191,822
-2,073
-1% -$1.04M 0.73% 36
2024
Q4 		$86.5M Buy
193,895
+614
+0.3% +$282K 0.61% 49
2024
Q3 		$82.8M Sell
193,281
-2,765
-1% -$1.09M 0.58% 49
2024
Q2 		$67.9M Buy
196,046
+1,541
+0.8% +$561K 0.5% 67
2024
Q1 		$77.6M Sell
194,505
-1,399
-0.7% -$495K 0.55% 59
2023
Q4 		$67.9M Buy
195,904
+27,087
+16% +$7.72M 0.51% 65
2023
Q3 		$44.8M Buy
168,817
+6,458
+4% +$1.81M 0.38% 97
2023
Q2 		$47.9M Sell
162,359
-69,127
-30% -$19.9M 0.39% 95
2023
Q1 		$73.6M Sell
231,486
-16,780
-7% -$4.64M 0.63% 50
2022
Q4 		$56.2M Buy
248,266
+1,246
+0.5% +$277K 0.49% 63
2022
Q3 		$50.8M Buy
247,020
+3,315
+1% +$786K 0.5% 63
2022
Q2 		$47.8M Buy
243,705
+2,724
+1% +$607K 0.45% 75
2022
Q1 		$58M Buy
240,981
+15,790
+7% +$4.36M 0.48% 71
2021
Q4 		$71.5M Buy
225,191
+1,027
+0.5% +$286K 0.57% 47
2021
Q3 		$53.1M Buy
224,164
+1,871
+0.8% +$450K 0.47% 71
2021
Q2 		$49.4M Buy
222,293
+87,125
+64% +$19M 0.44% 72
2021
Q1 		$30.5M Buy
+135,168
New +$28.2M 0.3% 122

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

Boston Trust Walden's CVCO Position: Q2 2026 in Review

Boston Trust Walden increased its Cavco Industries (CVCO) stake by 11% in Q2 2026, buying an estimated $8.46M and bringing the position to 155,713 shares worth $95.7M. The position accounts for 0.73% of the portfolio, ranked #31.

Boston Trust Walden first reported a position in CVCO in Q1 2021 and has held it in 22 quarters since. The position peaked at $99.7M in Q1 2025. 359 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Boston Trust Walden held 155,713 shares of Cavco Industries worth $95.7M as of Q2 2026.
  • Boston Trust Walden bought 15,930 Cavco Industries shares in Q2 2026, an estimated $8.46M.
  • Cavco Industries made up 0.73% of Boston Trust Walden's portfolio in Q2 2026, its #31 holding.
  • Boston Trust Walden first reported a position in Cavco Industries in Q1 2021 and has held it in 22 quarters since.
  • Boston Trust Walden's Cavco Industries position peaked at $99.7M in Q1 2025.
  • 359 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.