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Kingswood Wealth Advisors’s Cavco Industries CVCO Stock Holding History

Kingswood Wealth 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
Q1 		$217K Sell
449
-8
-2% -$4.54K 0.01% 851
2025
Q4 		$270K Hold
457
– – 0.01% 716
2025
Q3 		$265K Sell
457
-24
-5% -$11.7K 0.02% 666
2025
Q2 		$209K Sell
481
-59
-11% -$27.6K 0.02% 691
2025
Q1 		$281K Sell
540
-30
-5% -$15.1K 0.03% 571
2024
Q4 		$254K Buy
+570
New +$262K 0.02% 664
2024
Q3 		– Sell
-600
Closed -$208K – 684
2024
Q2 		$208K Buy
+600
New +$218K 0.02% 626
2024
Q1 		– Sell
-670
Closed -$232K – 634
2023
Q4 		$232K Buy
+670
New +$191K 0.03% 540

Other funds holding CVCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kingswood Wealth Advisors's CVCO Position: Q1 2026 in Review

Kingswood Wealth Advisors reduced its Cavco Industries (CVCO) stake by 1.8% in Q1 2026, selling an estimated $4.54K and leaving 449 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #851.

Kingswood Wealth Advisors first reported a position in CVCO in Q4 2023 and has held it in 8 quarters since. The position peaked at $281K in Q1 2025. 343 funds tracked by Wall St. Rank hold CVCO as of Q1 2026.

  • Kingswood Wealth Advisors held 449 shares of Cavco Industries worth $217K as of Q1 2026.
  • Kingswood Wealth Advisors sold 8 Cavco Industries shares in Q1 2026, an estimated $4.54K.
  • Cavco Industries made up 0.01% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #851 holding.
  • Kingswood Wealth Advisors first reported a position in Cavco Industries in Q4 2023 and has held it in 8 quarters since.
  • Kingswood Wealth Advisors's Cavco Industries position peaked at $281K in Q1 2025.
  • 343 funds tracked by Wall St. Rank held Cavco Industries as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.