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 Q2	$272K	Sell	442 -7	-2%	-$3.72K	0.01%	822
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kingswood Wealth Advisors's CVCO Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Cavco Industries (CVCO) stake by 1.6% in Q2 2026, selling an estimated $3.72K and leaving 442 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #822.

Kingswood Wealth Advisors first reported a position in CVCO in Q4 2023 and has held it in 9 quarters since. The position peaked at $281K in Q1 2025. 360 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

Kingswood Wealth Advisors held 442 shares of Cavco Industries worth $272K as of Q2 2026.
Kingswood Wealth Advisors sold 7 Cavco Industries shares in Q2 2026, an estimated $3.72K.
Cavco Industries made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #822 holding.
Kingswood Wealth Advisors first reported a position in Cavco Industries in Q4 2023 and has held it in 9 quarters since.
Kingswood Wealth Advisors's Cavco Industries position peaked at $281K in Q1 2025.
360 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.