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Financial Management Professionals’s Cavco Industries CVCO Stock Holding History

Financial Management Professionals’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 		$11.7K Sell
19
-18
-49% -$9.56K ﹤0.01% 554
2026
Q1 		$17.9K Hold
37
– – ﹤0.01% 431
2025
Q4 		$21.9K Sell
37
-23
-38% -$13K ﹤0.01% 387
2025
Q3 		$34.8K Sell
60
-18
-23% -$8.8K ﹤0.01% 296
2025
Q2 		$33.9K Sell
78
-128
-62% -$60K ﹤0.01% 312
2025
Q1 		$107K Sell
206
-18
-8% -$9.05K 0.01% 183
2024
Q4 		$100K Sell
224
-122
-35% -$56K 0.01% 192
2024
Q3 		$148K Hold
346
– – 0.02% 166
2024
Q2 		$120K Hold
346
– – 0.02% 173
2024
Q1 		$138K Hold
346
– – 0.02% 171
2023
Q4 		$120K Sell
346
-5
-1% -$1.43K 0.02% 165
2023
Q3 		$93K Hold
351
– – 0.02% 181
2023
Q2 		$104K Hold
351
– – 0.02% 181
2023
Q1 		$112K Hold
351
– – 0.02% 183
2022
Q4 		$79K Sell
351
-4
-1% -$888 0.02% 183
2022
Q3 		$73K Buy
355
+123
+53% +$29.1K 0.02% 184
2022
Q2 		$45K Sell
232
-33
-12% -$7.35K 0.01% 236
2022
Q1 		$64K Hold
265
– – 0.01% 218
2021
Q4 		$84K Buy
+265
New +$73.8K 0.02% 192
2020
Q4 		– Sell
-177
Closed -$32K – 640
2020
Q3 		$32K Sell
177
-38
-18% -$7.25K 0.01% 247
2020
Q2 		$41K Buy
+215
New +$35.2K 0.01% 231

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
Geode Capital Management
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Management Professionals's CVCO Position: Q2 2026 in Review

Financial Management Professionals reduced its Cavco Industries (CVCO) stake by 49% in Q2 2026, selling an estimated $9.56K and leaving 19 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Financial Management Professionals first reported a position in CVCO in Q2 2020 and has held it in 21 quarters since. The position peaked at $148K in Q3 2024. 356 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Financial Management Professionals held 19 shares of Cavco Industries worth $11.7K as of Q2 2026.
  • Financial Management Professionals sold 18 Cavco Industries shares in Q2 2026, an estimated $9.56K.
  • Cavco Industries made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #554 holding.
  • Financial Management Professionals first reported a position in Cavco Industries in Q2 2020 and has held it in 21 quarters since.
  • Financial Management Professionals's Cavco Industries position peaked at $148K in Q3 2024.
  • 356 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.