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
Q2 		$4.2M Buy
6,843
+1,727
+34% +$917K ﹤0.01% 1540
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 $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

Creative Planning's CVCO Position: Q2 2026 in Review

Creative Planning increased its Cavco Industries (CVCO) stake by 34% in Q2 2026, buying an estimated $917K and bringing the position to 6,843 shares worth $4.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

Creative Planning first reported a position in CVCO in Q3 2013 and has held it in 11 quarters since. 360 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Creative Planning held 6,843 shares of Cavco Industries worth $4.2M as of Q2 2026.
  • Creative Planning bought 1,727 Cavco Industries shares in Q2 2026, an estimated $917K.
  • Cavco Industries made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1540 holding.
  • Creative Planning first reported a position in Cavco Industries in Q3 2013 and has held it in 11 quarters since.
  • 360 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.