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Integrated Wealth Concepts’s Cavco Industries CVCO Stock Holding History

Integrated Wealth Concepts’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 		$153K Buy
+249
New +$132K ﹤0.01% 2500

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

Integrated Wealth Concepts's CVCO Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Cavco Industries (CVCO) in Q2 2026: 249 shares worth $153K. The stake represents ﹤0.01% of the portfolio and ranks #2500 among its holdings.

356 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Integrated Wealth Concepts held 249 shares of Cavco Industries worth $153K as of Q2 2026.
  • Cavco Industries was a new Integrated Wealth Concepts position in Q2 2026.
  • Cavco Industries made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2500 holding.
  • 356 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.