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Capital Advisors Ltd’s Cavco Industries CVCO Stock Holding History

Capital Advisors Ltd’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 		$1K Hold
2
– – ﹤0.01% 1204
2026
Q1 		$1K Hold
2
– – ﹤0.01% 1186
2025
Q4 		$1K Hold
2
– – ﹤0.01% 1163
2025
Q3 		$1K Hold
2
– – ﹤0.01% 1168
2025
Q2 		$1K Hold
2
– – ﹤0.01% 1165
2025
Q1 		$1K Hold
2
– – ﹤0.01% 1143
2024
Q4 		$1K Hold
2
– – ﹤0.01% 1171
2024
Q3 		$1K Hold
2
– – ﹤0.01% 1171
2024
Q2 		$1K Hold
2
– – ﹤0.01% 1155
2024
Q1 		$1K Hold
2
– – ﹤0.01% 1158
2023
Q4 		$1K Hold
2
– – ﹤0.01% 1115
2023
Q3 		$1K Hold
2
– – ﹤0.01% 1104
2023
Q2 		$1K Hold
2
– – ﹤0.01% 1115
2023
Q1 		$1K Hold
2
– – ﹤0.01% 1010
2022
Q4 		$0 Hold
2
– – ﹤0.01% 1290
2022
Q3 		$0 Buy
+2
New +$474 ﹤0.01% 1287

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

Capital Advisors Ltd's CVCO Position: Q2 2026 in Review

Capital Advisors Ltd held its Cavco Industries (CVCO) position steady in Q2 2026 at 2 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Capital Advisors Ltd first reported a position in CVCO in Q3 2022 and has held it in 16 quarters since. 358 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Capital Advisors Ltd held 2 shares of Cavco Industries worth $1K as of Q2 2026.
  • Capital Advisors Ltd left its Cavco Industries share count unchanged in Q2 2026.
  • Cavco Industries made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1204 holding.
  • Capital Advisors Ltd first reported a position in Cavco Industries in Q3 2022 and has held it in 16 quarters since.
  • 358 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.