Creative Planning
CVCO icon

Creative Planning’s Cavco Industries CVCO Stock Holding History

Creative Planning’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 		$2.48M Buy
5,116
+970
+23% +$551K ﹤0.01% 1730
2025
Q4 		$2.45M Buy
4,146
+1,187
+40% +$673K ﹤0.01% 1564
2025
Q3 		$1.72M Buy
2,959
+354
+14% +$173K ﹤0.01% 1659
2025
Q2 		$1.13M Sell
2,605
-1,608
-38% -$753K ﹤0.01% 1750
2025
Q1 		$2.19M Buy
4,213
+1,006
+31% +$506K ﹤0.01% 1119
2024
Q4 		$1.43M Buy
3,207
+578
+22% +$265K ﹤0.01% 1371
2024
Q3 		$1.13M Buy
2,629
+1,493
+131% +$589K ﹤0.01% 1433
2024
Q2 		$393K Buy
1,136
+612
+117% +$223K ﹤0.01% 2143
2024
Q1 		$209K Buy
+524
New +$186K ﹤0.01% 2532
2013
Q4 		– Sell
-10
Closed -$1K – 3337
2013
Q3 		$1K Buy
+10
New +$545 ﹤0.01% 3080

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