Cerity Partners
CVCO icon

Cerity Partners’s Cavco Industries CVCO Stock Holding History

Cerity Partners’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 		$19.4M Buy
31,514
+873
+3% +$463K 0.02% 498
2026
Q1 		$14.8M Buy
30,641
+2,086
+7% +$1.18M 0.02% 533
2025
Q4 		$16.9M Sell
28,555
-363
-1% -$206K 0.02% 458
2025
Q3 		$16.8M Sell
28,918
-830
-3% -$406K 0.03% 415
2025
Q2 		$12.9M Sell
29,748
-809
-3% -$379K 0.02% 452
2025
Q1 		$15.9M Buy
30,557
+296
+1% +$149K 0.03% 387
2024
Q4 		$13M Sell
30,261
-16,654
-35% -$7.65M 0.03% 413
2024
Q3 		$20.1M Buy
46,915
+22,451
+92% +$8.86M 0.04% 315
2024
Q2 		$8.47M Sell
24,464
-23,209
-49% -$8.44M 0.02% 464
2024
Q1 		$19M Buy
47,673
+30,119
+172% +$10.7M 0.05% 306
2023
Q4 		$6.08M Buy
+17,554
New +$5M 0.02% 489
2023
Q3 		– Sell
-17,560
Closed -$5.18M – 1456
2023
Q2 		$5.18M Buy
17,560
+142
+0.8% +$40.8K 0.02% 490
2023
Q1 		$6.66M Buy
+17,418
New +$4.82M 0.02% 436
2022
Q2 		– Sell
-1,323
Closed -$319K – 1194
2022
Q1 		$319K Buy
1,323
+74
+6% +$20.4K 0.01% 707
2021
Q4 		$397K Buy
1,249
+36
+3% +$10K 0.01% 675
2021
Q3 		$287K Buy
+1,213
New +$292K 0.01% 575

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

Cerity Partners's CVCO Position: Q2 2026 in Review

Cerity Partners increased its Cavco Industries (CVCO) stake by 2.8% in Q2 2026, buying an estimated $463K and bringing the position to 31,514 shares worth $19.4M. The position accounts for 0.02% of the portfolio, ranked #498.

Cerity Partners first reported a position in CVCO in Q3 2021 and has held it in 16 quarters since. The position peaked at $20.1M in Q3 2024. 360 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Cerity Partners held 31,514 shares of Cavco Industries worth $19.4M as of Q2 2026.
  • Cerity Partners bought 873 Cavco Industries shares in Q2 2026, an estimated $463K.
  • Cavco Industries made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #498 holding.
  • Cerity Partners first reported a position in Cavco Industries in Q3 2021 and has held it in 16 quarters since.
  • Cerity Partners's Cavco Industries position peaked at $20.1M in Q3 2024.
  • 360 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.