IA
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IFP Advisors’s Cavco Industries CVCO Stock Holding History

IFP Advisors’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 		$36.2K Buy
59
+57
+2,850% +$30.3K ﹤0.01% 2598
2026
Q1 		$969 Buy
+2
New +$1.14K ﹤0.01% 4227
2025
Q2 		– Hold
0
– – – 3232
2023
Q3 		– Sell
-5
Closed -$1.48K – 3353
2023
Q2 		$1.48K Buy
+5
New +$1.44K ﹤0.01% 2971
2023
Q1 		– Sell
-28
Closed -$17K – 3584
2022
Q4 		$17K Sell
28
-6
-18% -$1.33K ﹤0.01% 3014
2022
Q3 		$18K Buy
34
+33
+3,300% +$7.82K ﹤0.01% 3177
2022
Q2 		$11K Hold
1
– – ﹤0.01% 3307
2022
Q1 		$11K Buy
+1
New +$276 ﹤0.01% 3307
2018
Q4 		– Sell
-24
Closed -$6K – 3584
2018
Q3 		$6K Hold
24
– – ﹤0.01% 3116
2018
Q2 		$5K Hold
24
– – ﹤0.01% 3235
2018
Q1 		$4K Hold
24
– – ﹤0.01% 3247
2017
Q4 		$4K Sell
24
-50
-68% -$7.51K ﹤0.01% 3296
2017
Q3 		$11K Buy
74
+30
+68% +$4K ﹤0.01% 2957
2017
Q2 		$6K Buy
44
+20
+83% +$2.39K ﹤0.01% 3287
2017
Q1 		$3K Hold
24
– – ﹤0.01% 3501
2016
Q4 		$2K Hold
24
– – ﹤0.01% 3625
2016
Q3 		$2K Buy
+24
New +$2.39K ﹤0.01% 3562

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

IFP Advisors's CVCO Position: Q2 2026 in Review

IFP Advisors increased its Cavco Industries (CVCO) stake by 2,850% in Q2 2026, buying an estimated $30.3K and bringing the position to 59 shares worth $36.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2598.

IFP Advisors first reported a position in CVCO in Q3 2016 and has held it in 16 quarters since. 356 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • IFP Advisors held 59 shares of Cavco Industries worth $36.2K as of Q2 2026.
  • IFP Advisors bought 57 Cavco Industries shares in Q2 2026, an estimated $30.3K.
  • Cavco Industries made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2598 holding.
  • IFP Advisors first reported a position in Cavco Industries in Q3 2016 and has held it in 16 quarters since.
  • 356 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.