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Global Retirement Partners’s Cavco Industries CVCO Stock Holding History

Global Retirement Partners’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 		$28.3K Buy
+46
New +$24.4K ﹤0.01% 2867
2025
Q4 		$1.18K Hold
2
– – ﹤0.01% 3855
2025
Q3 		$1.16K Hold
2
– – ﹤0.01% 3493
2025
Q2 		$869 Buy
+2
New +$937 ﹤0.01% 3471
2024
Q4 		$892 Hold
2
– – ﹤0.01% 3300
2024
Q3 		$856 Hold
2
– – ﹤0.01% 3181
2024
Q2 		$692 Hold
2
– – ﹤0.01% 3239
2024
Q1 		$798 Hold
2
– – ﹤0.01% 3030
2023
Q4 		$623 Hold
2
– – ﹤0.01% 3025
2023
Q3 		$511 Hold
2
– – ﹤0.01% 2949
2023
Q2 		$590 Hold
2
– – ﹤0.01% 2916
2023
Q1 		$592 Hold
2
– – ﹤0.01% 2884
2022
Q4 		$453 Hold
2
– – ﹤0.01% 2785
2022
Q3 		$0 Buy
+2
New +$474 ﹤0.01% 2741
2022
Q2 		– Sell
-4
Closed -$1K – 2712
2022
Q1 		$1K Buy
+4
New +$1.1K ﹤0.01% 2351

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 $3.38T AUM 44.17% 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

Global Retirement Partners's CVCO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Cavco Industries (CVCO) in Q2 2026: 46 shares worth $28.3K. The stake represents ﹤0.01% of the portfolio and ranks #2867 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CVCO as recently as Q4 2025.

Global Retirement Partners first reported a position in CVCO in Q1 2022 and has held it in 15 quarters since. 360 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Global Retirement Partners held 46 shares of Cavco Industries worth $28.3K as of Q2 2026.
  • Cavco Industries was a new Global Retirement Partners position in Q2 2026.
  • Cavco Industries made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2867 holding.
  • Global Retirement Partners first reported a position in Cavco Industries in Q1 2022 and has held it in 15 quarters since.
  • 360 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.