Edgestream Partners’s Cavco Industries CVCO Stock Holding History

Edgestream Partners’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	–	Sell	-965	Closed	-$467K	–	992
2026 Q1	$467K	Sell	965 -1,690	-64%	-$959K	0.02%	746
2025 Q4	$1.57M	Sell	2,655 -7,548	-74%	-$4.28M	0.04%	592
2025 Q3	$5.93M	Buy	+10,203	New	+$4.99M	0.17%	200
2025 Q1	–	Sell	-1,782	Closed	-$795K	–	883
2024 Q4	$795K	Sell	1,782 -7,111	-80%	-$3.27M	0.03%	607
2024 Q3	$3.81M	Sell	8,893 -3,369	-27%	-$1.33M	0.17%	201
2024 Q2	$4.24M	Buy	+12,262	New	+$4.46M	0.2%	164
2024 Q1	–	Sell	-5,374	Closed	-$1.86M	–	845
2023 Q4	$1.86M	Buy	5,374 +1,329	+33%	+$379K	0.13%	261
2023 Q3	$1.07M	Sell	4,045 -2,391	-37%	-$671K	0.09%	379
2023 Q2	$1.9M	Buy	+6,436	New	+$1.85M	0.17%	200

Other funds holding CVCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Edgestream Partners's CVCO Position: Q2 2026 in Review

Edgestream Partners sold out of Cavco Industries (CVCO) in Q2 2026, closing a stake of 965 shares — an estimated $467K sold.

Edgestream Partners first reported a position in CVCO in Q2 2023 and held it in 9 quarters. The position peaked at $5.93M in Q3 2025. 358 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

Edgestream Partners reported no remaining Cavco Industries position as of Q2 2026 after selling out during the quarter.
Edgestream Partners sold 965 Cavco Industries shares in Q2 2026, an estimated $467K.
Edgestream Partners first reported a position in Cavco Industries in Q2 2023 and held it in 9 quarters.
Edgestream Partners's Cavco Industries position peaked at $5.93M in Q3 2025.
358 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.