Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Cavco Industries CVCO Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q2 		– Sell
-536
Closed -$279K – 1544
2025
Q1 		$279K Sell
536
-78
-13% -$39.2K ﹤0.01% 1327
2024
Q4 		$274K Buy
614
+2
+0.3% +$918 ﹤0.01% 1545
2024
Q3 		$262K Sell
612
-34
-5% -$13.4K ﹤0.01% 1515
2024
Q2 		$224K Sell
646
-21
-3% -$7.64K ﹤0.01% 1538
2024
Q1 		$266K Sell
667
-58
-8% -$20.5K ﹤0.01% 1421
2023
Q4 		$251K Sell
725
-29
-4% -$8.27K ﹤0.01% 1385
2023
Q3 		$200K Buy
+754
New +$211K ﹤0.01% 1438

Other funds holding CVCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Envestnet Portfolio Solutions's CVCO Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of Cavco Industries (CVCO) in Q2 2025, closing a stake of 536 shares — an estimated $279K sold.

Envestnet Portfolio Solutions first reported a position in CVCO in Q3 2023 and held it in 7 quarters. The position peaked at $279K in Q1 2025. 314 funds tracked by Wall St. Rank hold CVCO as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining Cavco Industries position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 536 Cavco Industries shares in Q2 2025, an estimated $279K.
  • Envestnet Portfolio Solutions first reported a position in Cavco Industries in Q3 2023 and held it in 7 quarters.
  • Envestnet Portfolio Solutions's Cavco Industries position peaked at $279K in Q1 2025.
  • 314 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.