IEQ Capital’s Cavco Industries CVCO Stock Holding History

IEQ Capital’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 Q2	–	Sell	-466	Closed	-$242K	–	1857
2025 Q1	$242K	Buy	+466	New	+$234K	﹤0.01%	1282

Other funds holding CVCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BBCM

Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

IEQ Capital's CVCO Position: Q2 2025 in Review

IEQ Capital sold out of Cavco Industries (CVCO) in Q2 2025, closing a stake of 466 shares — an estimated $242K sold.

IEQ Capital first reported a position in CVCO in Q1 2025 and held it in 1 quarter. The position peaked at $242K in Q1 2025. 314 funds tracked by Wall St. Rank hold CVCO as of Q2 2025.

IEQ Capital reported no remaining Cavco Industries position as of Q2 2025 after selling out during the quarter.
IEQ Capital sold 466 Cavco Industries shares in Q2 2025, an estimated $242K.
IEQ Capital first reported a position in Cavco Industries in Q1 2025 and held it in 1 quarter.
IEQ Capital's Cavco Industries position peaked at $242K in Q1 2025.
314 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2025.

Based on IEQ Capital's 13F filing for Q2 2025, filed 14 Aug 2025.