CFFP
CVCO icon

Center for Financial Planning’s Cavco Industries CVCO Stock Holding History

Center for Financial Planning’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
-4
Closed -$1.74K – 670
2025
Q2 		$1.74K Hold
4
– – ﹤0.01% 570
2025
Q1 		$2.08K Hold
4
– – ﹤0.01% 579
2024
Q4 		$1.78K Buy
+4
New +$1.84K ﹤0.01% 548

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

Center for Financial Planning's CVCO Position: Q3 2025 in Review

Center for Financial Planning sold out of Cavco Industries (CVCO) in Q3 2025, closing a stake of 4 shares — an estimated $1.74K sold.

Center for Financial Planning first reported a position in CVCO in Q4 2024 and held it in 3 quarters. The position peaked at $2.08K in Q1 2025. 325 funds tracked by Wall St. Rank hold CVCO as of Q3 2025.

  • Center for Financial Planning reported no remaining Cavco Industries position as of Q3 2025 after selling out during the quarter.
  • Center for Financial Planning sold 4 Cavco Industries shares in Q3 2025, an estimated $1.74K.
  • Center for Financial Planning first reported a position in Cavco Industries in Q4 2024 and held it in 3 quarters.
  • Center for Financial Planning's Cavco Industries position peaked at $2.08K in Q1 2025.
  • 325 funds tracked by Wall St. Rank held Cavco Industries as of Q3 2025.

Based on Center for Financial Planning's 13F filing for Q3 2025, filed 6 Nov 2025.