Clearstead Advisors’s Cavco Industries CVCO Stock Holding History

Clearstead 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	$17.8K	Buy	+29	New	+$15.4K	﹤0.01%	1826
2026 Q1	–	Sell	-123	Closed	-$72.7K	–	2391
2025 Q4	$72.7K	Buy	123 +80	+186%	+$45.3K	﹤0.01%	1237
2025 Q3	$25K	Buy	43 +14	+48%	+$6.85K	﹤0.01%	1539
2025 Q2	$12.6K	Buy	+29	New	+$13.6K	﹤0.01%	1806
2023 Q4	–	Sell	-6	Closed	-$1.59K	–	1541
2023 Q3	$1.59K	Buy	+6	New	+$1.68K	﹤0.01%	1289
2023 Q2	–	Sell	-9	Closed	-$2.86K	–	1395
2023 Q1	$2.86K	Hold	9	–	–	﹤0.01%	1084
2022 Q4	$2.04K	Buy	+9	New	+$2K	﹤0.01%	1089

Other funds holding CVCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clearstead Advisors's CVCO Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Cavco Industries (CVCO) in Q2 2026: 29 shares worth $17.8K. The stake represents ﹤0.01% of the portfolio and ranks #1826 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CVCO as recently as Q4 2025.

Clearstead Advisors first reported a position in CVCO in Q4 2022 and has held it in 7 quarters since. The position peaked at $72.7K in Q4 2025. 358 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

Clearstead Advisors held 29 shares of Cavco Industries worth $17.8K as of Q2 2026.
Cavco Industries was a new Clearstead Advisors position in Q2 2026.
Cavco Industries made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1826 holding.
Clearstead Advisors first reported a position in Cavco Industries in Q4 2022 and has held it in 7 quarters since.
Clearstead Advisors's Cavco Industries position peaked at $72.7K in Q4 2025.
358 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.