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JPL Wealth Management’s Cavco Industries CVCO Stock Holding History

JPL Wealth Management’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 		$3.07K Hold
5
– – ﹤0.01% 928
2026
Q1 		$2.42K Buy
+5
New +$2.84K ﹤0.01% 911
2025
Q4 		– Sell
-5
Closed -$2.9K – 352
2025
Q3 		$2.9K Buy
+5
New +$2.44K ﹤0.01% 776

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

JPL Wealth Management's CVCO Position: Q2 2026 in Review

JPL Wealth Management held its Cavco Industries (CVCO) position steady in Q2 2026 at 5 shares worth $3.07K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

JPL Wealth Management first reported a position in CVCO in Q3 2025 and has held it in 3 quarters since. 356 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • JPL Wealth Management held 5 shares of Cavco Industries worth $3.07K as of Q2 2026.
  • JPL Wealth Management left its Cavco Industries share count unchanged in Q2 2026.
  • Cavco Industries made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #928 holding.
  • JPL Wealth Management first reported a position in Cavco Industries in Q3 2025 and has held it in 3 quarters since.
  • 356 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.