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High Note Wealth’s Cavco Industries CVCO Stock Holding History

High Note Wealth’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 		$2.46K Hold
4
– – ﹤0.01% 770
2026
Q1 		$1.94K Hold
4
– – ﹤0.01% 796
2025
Q4 		$2.36K Hold
4
– – ﹤0.01% 715
2025
Q3 		$2.32K Sell
4
-4
-50% -$1.96K ﹤0.01% 657
2025
Q2 		$3.48K Buy
8
+3
+60% +$1.41K ﹤0.01% 580
2025
Q1 		$2.6K Hold
5
– – ﹤0.01% 618
2024
Q4 		$2.23K Buy
+5
New +$2.3K ﹤0.01% 668

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

High Note Wealth's CVCO Position: Q2 2026 in Review

High Note Wealth held its Cavco Industries (CVCO) position steady in Q2 2026 at 4 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

High Note Wealth first reported a position in CVCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.48K in Q2 2025. 356 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • High Note Wealth held 4 shares of Cavco Industries worth $2.46K as of Q2 2026.
  • High Note Wealth left its Cavco Industries share count unchanged in Q2 2026.
  • Cavco Industries made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #770 holding.
  • High Note Wealth first reported a position in Cavco Industries in Q4 2024 and has held it in 7 quarters since.
  • High Note Wealth's Cavco Industries position peaked at $3.48K in Q2 2025.
  • 356 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.