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 Q3	–	Sell	-4	Closed	-$2.28K	–	514
2026 Q2	$2.28K	Hold	4	–	–	﹤0.01%	1290
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	+$1.72K	﹤0.01%	1210
2022 Q4	$1.25K	Buy	+5	New	+$1.11K	﹤0.01%	1308

Other funds holding CVCO

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Westbourne Investment Advisors Annapolis, Maryland $378M AUM 18.11% 1-Year Est. Return

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

Cornerstone Planning Group's CVCO Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Cavco Industries (CVCO) in Q3 2026, closing a stake of 4 shares — an estimated $2.28K sold.

Cornerstone Planning Group first reported a position in CVCO in Q4 2022 and held it in 13 quarters. The position peaked at $2.46K in Q4 2025. 71 funds tracked by Wall St. Rank hold CVCO as of Q3 2026.

Cornerstone Planning Group reported no remaining Cavco Industries position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 4 Cavco Industries shares in Q3 2026, an estimated $2.28K.
Cornerstone Planning Group first reported a position in Cavco Industries in Q4 2022 and held it in 13 quarters.
Cornerstone Planning Group's Cavco Industries position peaked at $2.46K in Q4 2025.
71 funds tracked by Wall St. Rank held Cavco Industries as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.