CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Cavco Industries CVCO Stock Holding History

CAPTRUST Financial 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
2026
Q2 		$905K Buy
1,473
+177
+14% +$94K ﹤0.01% 1800
2026
Q1 		$628K Buy
1,296
+199
+18% +$113K ﹤0.01% 1886
2025
Q4 		$648K Buy
1,097
+52
+5% +$29.5K ﹤0.01% 1752
2025
Q3 		$607K Sell
1,045
-36
-3% -$17.6K ﹤0.01% 1699
2025
Q2 		$470K Sell
1,081
-71
-6% -$33.3K ﹤0.01% 1768
2025
Q1 		$599K Sell
1,152
-177
-13% -$89K ﹤0.01% 1545
2024
Q4 		$593K Buy
1,329
+46
+4% +$21.1K ﹤0.01% 1514
2024
Q3 		$549K Sell
1,283
-144
-10% -$56.8K ﹤0.01% 1520
2024
Q2 		$494K Sell
1,427
-1
-0.1% -$364 ﹤0.01% 1507
2024
Q1 		$570K Buy
1,428
+212
+17% +$75.1K ﹤0.01% 1421
2023
Q4 		$421K Sell
1,216
-144
-11% -$41K ﹤0.01% 1862
2023
Q3 		$361K Buy
1,360
+645
+90% +$181K ﹤0.01% 1874
2023
Q2 		$211K Buy
715
+2
+0.3% +$575 ﹤0.01% 2223
2023
Q1 		$227K Buy
+713
New +$197K ﹤0.01% 1965
2022
Q3 		– Sell
-393
Closed -$77K – 2507
2022
Q2 		$77K Buy
393
+94
+31% +$20.9K ﹤0.01% 2408
2022
Q1 		$72K Buy
299
+42
+16% +$11.6K ﹤0.01% 2514
2021
Q4 		$82K Buy
257
+117
+84% +$32.6K ﹤0.01% 2313
2021
Q3 		$33K Buy
140
+11
+9% +$2.65K ﹤0.01% 2843
2021
Q2 		$29K Sell
129
-2
-2% -$436 ﹤0.01% 2857
2021
Q1 		$30K Buy
131
+111
+555% +$23.1K ﹤0.01% 2748
2020
Q4 		$4K Buy
+20
New +$3.71K ﹤0.01% 2902

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

CAPTRUST Financial Advisors's CVCO Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Cavco Industries (CVCO) stake by 14% in Q2 2026, buying an estimated $94K and bringing the position to 1,473 shares worth $905K. The position accounts for ﹤0.01% of the portfolio, ranked #1800.

CAPTRUST Financial Advisors first reported a position in CVCO in Q4 2020 and has held it in 21 quarters since. 356 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • CAPTRUST Financial Advisors held 1,473 shares of Cavco Industries worth $905K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 177 Cavco Industries shares in Q2 2026, an estimated $94K.
  • Cavco Industries made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1800 holding.
  • CAPTRUST Financial Advisors first reported a position in Cavco Industries in Q4 2020 and has held it in 21 quarters since.
  • 356 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.