Cerity Partners
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cerity Partners's CVCO Position: Q1 2026 in Review

Cerity Partners increased its Cavco Industries (CVCO) stake by 7.3% in Q1 2026, buying an estimated $1.18M and bringing the position to 30,641 shares worth $14.8M. The position accounts for 0.02% of the portfolio, ranked #533.

Cerity Partners first reported a position in CVCO in Q3 2021 and has held it in 15 quarters since. The position peaked at $20.1M in Q3 2024. 343 funds tracked by Wall St. Rank hold CVCO as of Q1 2026.

  • Cerity Partners held 30,641 shares of Cavco Industries worth $14.8M as of Q1 2026.
  • Cerity Partners bought 2,086 Cavco Industries shares in Q1 2026, an estimated $1.18M.
  • Cavco Industries made up 0.02% of Cerity Partners's portfolio in Q1 2026, its #533 holding.
  • Cerity Partners first reported a position in Cavco Industries in Q3 2021 and has held it in 15 quarters since.
  • Cerity Partners's Cavco Industries position peaked at $20.1M in Q3 2024.
  • 343 funds tracked by Wall St. Rank held Cavco Industries as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.