Capstone Investment Advisors
CVCO icon

Capstone Investment Advisors’s Cavco Industries CVCO Stock Holding History

Capstone Investment Advisors’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
Q3 		– Sell
-1,384
Closed -$601K – 1931
2025
Q2 		$601K Buy
+1,384
New +$648K ﹤0.01% 1060
2024
Q3 		– Sell
-1,865
Closed -$646K – 1968
2024
Q2 		$646K Buy
1,865
+920
+97% +$335K ﹤0.01% 1184
2024
Q1 		$377K Sell
945
-264
-22% -$93.5K ﹤0.01% 1713
2023
Q4 		$419K Buy
+1,209
New +$345K ﹤0.01% 1423
2023
Q3 		– Sell
-1,120
Closed -$330K – 2130
2023
Q2 		$330K Buy
+1,120
New +$322K ﹤0.01% 1350
2018
Q1 		– Sell
-1,903
Closed -$290K – 373
2017
Q4 		$290K Buy
+1,903
New +$286K 0.01% 368
2017
Q3 		– Sell
-3,214
Closed -$416K – 578
2017
Q2 		$416K Buy
3,214
+1,014
+46% +$121K 0.01% 438
2017
Q1 		$256K Buy
+2,200
New +$239K 0.01% 742
2016
Q4 		– Sell
-4,451
Closed -$440K – 956
2016
Q3 		$440K Buy
4,451
+299
+7% +$29.8K 0.01% 534
2016
Q2 		$389K Buy
+4,152
New +$383K 0.01% 522

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Capstone Investment Advisors's CVCO Position: Q3 2025 in Review

Capstone Investment Advisors sold out of Cavco Industries (CVCO) in Q3 2025, closing a stake of 1,384 shares — an estimated $601K sold.

Capstone Investment Advisors first reported a position in CVCO in Q2 2016 and held it in 10 quarters. The position peaked at $646K in Q2 2024. 325 funds tracked by Wall St. Rank hold CVCO as of Q3 2025.

  • Capstone Investment Advisors reported no remaining Cavco Industries position as of Q3 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 1,384 Cavco Industries shares in Q3 2025, an estimated $601K.
  • Capstone Investment Advisors first reported a position in Cavco Industries in Q2 2016 and held it in 10 quarters.
  • Capstone Investment Advisors's Cavco Industries position peaked at $646K in Q2 2024.
  • 325 funds tracked by Wall St. Rank held Cavco Industries as of Q3 2025.

Based on Capstone Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.