CPG
CVCO icon

Cornerstone Planning Group’s Cavco Industries CVCO Stock Holding History

Cornerstone Planning Group’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 		$1.94K Hold
4
– – ﹤0.01% 1311
2025
Q4 		$2.46K Hold
4
– – ﹤0.01% 1147
2025
Q3 		$2.02K Hold
4
– – ﹤0.01% 1160
2025
Q2 		$1.78K Hold
4
– – ﹤0.01% 977
2025
Q1 		$1.92K Hold
4
– – ﹤0.01% 995
2024
Q4 		$1.89K Hold
4
– – ﹤0.01% 809
2024
Q3 		$1.66K Hold
4
– – ﹤0.01% 819
2024
Q2 		$1.46K Buy
+4
New +$1.46K ﹤0.01% 856
2024
Q1 		– Sell
-6
Closed -$2.08K – 1118
2023
Q4 		$2.08K Hold
6
– – ﹤0.01% 626
2023
Q3 		$1.59K Hold
6
– – ﹤0.01% 704
2023
Q2 		$1.77K Buy
+6
New +$1.73K ﹤0.01% 1210
2022
Q4 		$1.25K Buy
+5
New +$1.11K ﹤0.01% 1308

Other funds holding CVCO

BlackRock
BlackRock New York $5.7T 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