EWM
CVCO icon

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 $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