Corient Private Wealth
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Corient Private Wealth’s Cavco Industries CVCO Stock Holding History

Corient Private Wealth’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 		$3M Buy
4,883
+3,492
+251% +$1.85M ﹤0.01% 1123
2026
Q1 		$674K Sell
1,391
-1,619
-54% -$919K ﹤0.01% 1869
2025
Q4 		$1.78M Buy
3,010
+858
+40% +$486K ﹤0.01% 1583
2025
Q3 		$1.25M Sell
2,152
-628
-23% -$307K ﹤0.01% 1310
2025
Q2 		$1.21M Sell
2,780
-1,956
-41% -$916K ﹤0.01% 1269
2025
Q1 		$2.46M Sell
4,736
-1,154
-20% -$580K ﹤0.01% 905
2024
Q4 		$2.63M Sell
5,890
-4,041
-41% -$1.86M ﹤0.01% 898
2024
Q3 		$4.25M Sell
9,931
-3,059
-24% -$1.21M 0.01% 798
2024
Q2 		$4.5M Sell
12,990
-2,247
-15% -$817K 0.01% 735
2024
Q1 		$6.08M Sell
15,237
-147
-1% -$52.1K 0.01% 661
2023
Q4 		$5.33M Sell
15,384
-1,474
-9% -$420K 0.01% 686
2023
Q3 		$4.48M Sell
16,858
-279
-2% -$78.2K 0.01% 659
2023
Q2 		$5.06M Buy
+17,137
New +$4.93M 0.01% 632

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

Corient Private Wealth's CVCO Position: Q2 2026 in Review

Corient Private Wealth increased its Cavco Industries (CVCO) stake by 251% in Q2 2026, buying an estimated $1.85M and bringing the position to 4,883 shares worth $3M. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

Corient Private Wealth first reported a position in CVCO in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.08M in Q1 2024. 356 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Corient Private Wealth held 4,883 shares of Cavco Industries worth $3M as of Q2 2026.
  • Corient Private Wealth bought 3,492 Cavco Industries shares in Q2 2026, an estimated $1.85M.
  • Cavco Industries made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1123 holding.
  • Corient Private Wealth first reported a position in Cavco Industries in Q2 2023 and has held it in 13 quarters since.
  • Corient Private Wealth's Cavco Industries position peaked at $6.08M in Q1 2024.
  • 356 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.