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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
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 +$1.73K ﹤0.01% 1210
2022
Q4 		$1.25K Buy
+5
New +$1.11K ﹤0.01% 1308

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

Cornerstone Planning Group's CVCO Position: Q2 2026 in Review

Cornerstone Planning Group held its Cavco Industries (CVCO) position steady in Q2 2026 at 4 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

Cornerstone Planning Group first reported a position in CVCO in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.46K in Q4 2025. 360 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Cornerstone Planning Group held 4 shares of Cavco Industries worth $2.28K as of Q2 2026.
  • Cornerstone Planning Group left its Cavco Industries share count unchanged in Q2 2026.
  • Cavco Industries made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1290 holding.
  • Cornerstone Planning Group first reported a position in Cavco Industries in Q4 2022 and has held it in 13 quarters since.
  • Cornerstone Planning Group's Cavco Industries position peaked at $2.46K in Q4 2025.
  • 360 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.