EWM
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Empirical Wealth Management’s Cavco Industries CVCO Stock Holding History

Empirical Wealth Management’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 		– Sell
-600
Closed -$354K – 1008
2025
Q4 		$354K Sell
600
-2,872
-83% -$1.63M 0.01% 635
2025
Q3 		$2.02M Buy
3,472
+760
+28% +$372K 0.04% 244
2025
Q2 		$1.18M Buy
2,712
+400
+17% +$187K 0.03% 292
2025
Q1 		$1.2M Buy
2,312
+192
+9% +$96.5K 0.03% 273
2024
Q4 		$946K Buy
2,120
+237
+13% +$109K 0.03% 284
2024
Q3 		$806K Buy
1,883
+741
+65% +$292K 0.02% 303
2024
Q2 		$395K Buy
1,142
+350
+44% +$127K 0.01% 402
2024
Q1 		$316K Buy
792
+12
+2% +$4.25K 0.01% 431
2023
Q4 		$270K Buy
+780
New +$222K 0.01% 416

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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Empirical Wealth Management's CVCO Position: Q1 2026 in Review

Empirical Wealth Management sold out of Cavco Industries (CVCO) in Q1 2026, closing a stake of 600 shares — an estimated $354K sold.

Empirical Wealth Management first reported a position in CVCO in Q4 2023 and held it in 9 quarters. The position peaked at $2.02M in Q3 2025. 345 funds tracked by Wall St. Rank hold CVCO as of Q1 2026.

  • Empirical Wealth Management reported no remaining Cavco Industries position as of Q1 2026 after selling out during the quarter.
  • Empirical Wealth Management sold 600 Cavco Industries shares in Q1 2026, an estimated $354K.
  • Empirical Wealth Management first reported a position in Cavco Industries in Q4 2023 and held it in 9 quarters.
  • Empirical Wealth Management's Cavco Industries position peaked at $2.02M in Q3 2025.
  • 345 funds tracked by Wall St. Rank held Cavco Industries as of Q1 2026.

Based on Empirical Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.