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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
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 $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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Global Retirement Partners's CVCO Position: Q4 2025 in Review

Global Retirement Partners held its Cavco Industries (CVCO) position steady in Q4 2025 at 2 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #3855.

Global Retirement Partners first reported a position in CVCO in Q1 2022 and has held it in 14 quarters since. 353 funds tracked by Wall St. Rank hold CVCO as of Q4 2025.

  • Global Retirement Partners held 2 shares of Cavco Industries worth $1.18K as of Q4 2025.
  • Global Retirement Partners left its Cavco Industries share count unchanged in Q4 2025.
  • Cavco Industries made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3855 holding.
  • Global Retirement Partners first reported a position in Cavco Industries in Q1 2022 and has held it in 14 quarters since.
  • 353 funds tracked by Wall St. Rank held Cavco Industries as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.