Fortitude Family Office’s Cavco Industries CVCO Stock Holding History

Fortitude Family Office’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 Q3	$5.04K	Hold	9	–	–	﹤0.01%	1555
2026 Q2	$5.53K	Buy	9 +2	+29%	+$1.06K	﹤0.01%	1031
2026 Q1	$3.39K	Buy	7 +3	+75%	+$1.7K	﹤0.01%	1078
2025 Q4	$2.36K	Sell	4 -1	-20%	-$567	﹤0.01%	1105
2025 Q3	$2.9K	Hold	5	–	–	﹤0.01%	1045
2025 Q2	$2.17K	Buy	5 +3	+150%	+$1.41K	﹤0.01%	1158
2025 Q1	$1.04K	Sell	2 -3	-60%	-$1.51K	﹤0.01%	1010
2024 Q4	$2.23K	Hold	5	–	–	﹤0.01%	1015
2024 Q3	$2.14K	Buy	+5	New	+$1.97K	﹤0.01%	991

Other funds holding CVCO

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

SWM

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CCIA

Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return

Fortitude Family Office's CVCO Position: Q3 2026 in Review

Fortitude Family Office held its Cavco Industries (CVCO) position steady in Q3 2026 at 9 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1555.

Fortitude Family Office first reported a position in CVCO in Q3 2024 and has held it in 9 quarters since. The position peaked at $5.53K in Q2 2026. 29 funds tracked by Wall St. Rank hold CVCO as of Q3 2026.

Fortitude Family Office held 9 shares of Cavco Industries worth $5.04K as of Q3 2026.
Fortitude Family Office left its Cavco Industries share count unchanged in Q3 2026.
Cavco Industries made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1555 holding.
Fortitude Family Office first reported a position in Cavco Industries in Q3 2024 and has held it in 9 quarters since.
Fortitude Family Office's Cavco Industries position peaked at $5.53K in Q2 2026.
29 funds tracked by Wall St. Rank held Cavco Industries as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.