EverSource Wealth Advisors’s Cavco Industries CVCO Stock Holding History

EverSource Wealth Advisors’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	$37.5K	Sell	61 -11	-15%	-$5.84K	﹤0.01%	1961
2026 Q1	$34.9K	Buy	72 +15	+26%	+$8.52K	﹤0.01%	2154
2025 Q4	$33.7K	Buy	57 +1	+2%	+$567	﹤0.01%	2023
2025 Q3	$32.5K	Buy	56 +8	+17%	+$3.91K	﹤0.01%	2005
2025 Q2	$20.9K	Buy	48 +23	+92%	+$10.8K	﹤0.01%	2256
2025 Q1	$13K	Buy	25 +9	+56%	+$4.52K	﹤0.01%	1959
2024 Q4	$7.14K	Buy	16 +3	+23%	+$1.38K	﹤0.01%	2173
2024 Q3	$5.57K	Hold	13	–	–	﹤0.01%	2184
2024 Q2	$5.39K	Hold	13	–	–	﹤0.01%	2199
2024 Q1	$4.74K	Hold	13	–	–	﹤0.01%	2079
2023 Q4	$4.51K	Hold	13	–	–	﹤0.01%	1902
2023 Q3	$3.45K	Sell	13 -4	-24%	-$1.12K	﹤0.01%	1840
2023 Q2	$5.01K	Hold	17	–	–	﹤0.01%	1732
2023 Q1	$5.4K	Sell	17 -10	-37%	-$2.77K	﹤0.01%	1619
2022 Q4	$6.11K	Hold	27	–	–	﹤0.01%	1526
2022 Q3	$5K	Hold	27	–	–	﹤0.01%	1356
2022 Q2	$5K	Hold	27	–	–	﹤0.01%	1251
2022 Q1	$6K	Hold	27	–	–	﹤0.01%	1173
2021 Q4	$8K	Buy	+27	New	+$7.52K	﹤0.01%	1042

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

EverSource Wealth Advisors's CVCO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Cavco Industries (CVCO) stake by 15% in Q2 2026, selling an estimated $5.84K and leaving 61 shares worth $37.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1961.

EverSource Wealth Advisors first reported a position in CVCO in Q4 2021 and has held it in 19 quarters since. 356 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

EverSource Wealth Advisors held 61 shares of Cavco Industries worth $37.5K as of Q2 2026.
EverSource Wealth Advisors sold 11 Cavco Industries shares in Q2 2026, an estimated $5.84K.
Cavco Industries made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1961 holding.
EverSource Wealth Advisors first reported a position in Cavco Industries in Q4 2021 and has held it in 19 quarters since.
356 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.