Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Cavco Industries CVCO Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$358K Buy
740
+509
+220% +$289K ﹤0.01% 2267
2025
Q4 		$136K Buy
231
+55
+31% +$31.2K ﹤0.01% 2844
2025
Q3 		$102K Buy
176
+42
+31% +$20.5K ﹤0.01% 2972
2025
Q2 		$58K Sell
134
-23
-15% -$10.8K ﹤0.01% 3152
2025
Q1 		$82K Buy
157
+48
+44% +$24.1K ﹤0.01% 2585
2024
Q4 		$49K Buy
109
+3
+3% +$1.38K ﹤0.01% 2812
2024
Q3 		$45K Buy
106
+53
+100% +$20.9K ﹤0.01% 2762
2024
Q2 		$18K Sell
53
-29
-35% -$10.6K ﹤0.01% 3170
2024
Q1 		$33K Sell
82
-10
-11% -$3.54K ﹤0.01% 2569
2023
Q4 		$32K Sell
92
-15
-14% -$4.28K ﹤0.01% 2463
2023
Q3 		$28K Hold
107
– – ﹤0.01% 2446
2023
Q2 		$32K Buy
107
+5
+5% +$1.44K ﹤0.01% 2310
2023
Q1 		$32K Sell
102
-11
-10% -$3.04K ﹤0.01% 2178
2022
Q4 		$26K Sell
113
-57
-34% -$12.7K ﹤0.01% 2175
2022
Q3 		$35K Buy
170
+21
+14% +$4.98K ﹤0.01% 1848
2022
Q2 		$29K Buy
149
+31
+26% +$6.9K ﹤0.01% 1903
2022
Q1 		$28K Buy
118
+7
+6% +$1.93K ﹤0.01% 1866
2021
Q4 		$35K Buy
+111
New +$30.9K ﹤0.01% 1717
2021
Q2 		$25K Hold
111
– – ﹤0.01% 1684
2021
Q1 		$25K Hold
111
– – ﹤0.01% 1684
2020
Q4 		$25K Hold
111
– – ﹤0.01% 1684
2020
Q3 		$25K Hold
111
– – ﹤0.01% 1684
2020
Q2 		$25K Hold
111
– – ﹤0.01% 1684
2020
Q1 		$25K Hold
111
– – ﹤0.01% 1683
2019
Q4 		$25K Hold
111
– – ﹤0.01% 1683
2019
Q3 		$25K Hold
111
– – ﹤0.01% 1683
2019
Q2 		$25K Hold
111
– – ﹤0.01% 1683
2019
Q1 		$25K Buy
+111
New +$15.2K ﹤0.01% 1683

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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CVCO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Cavco Industries (CVCO) stake by 220% in Q1 2026, buying an estimated $289K and bringing the position to 740 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #2267.

Carson Wealth (CWM LLC) first reported a position in CVCO in Q1 2019 and has held it in 28 quarters since. 343 funds tracked by Wall St. Rank hold CVCO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 740 shares of Cavco Industries worth $358K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 509 Cavco Industries shares in Q1 2026, an estimated $289K.
  • Cavco Industries made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2267 holding.
  • Carson Wealth (CWM LLC) first reported a position in Cavco Industries in Q1 2019 and has held it in 28 quarters since.
  • 343 funds tracked by Wall St. Rank held Cavco Industries as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.