LPL Financial
CVCO icon

LPL Financial’s Cavco Industries CVCO Stock Holding History

LPL Financial’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 		$2.94M Buy
4,788
+623
+15% +$331K ﹤0.01% 3317
2026
Q1 		$2.02M Buy
4,165
+668
+19% +$379K ﹤0.01% 3503
2025
Q4 		$2.07M Buy
3,497
+1,066
+44% +$604K ﹤0.01% 3388
2025
Q3 		$1.41M Sell
2,431
-266
-10% -$130K ﹤0.01% 3652
2025
Q2 		$1.17M Buy
2,697
+570
+27% +$267K ﹤0.01% 3604
2025
Q1 		$1.11M Buy
2,127
+13
+0.6% +$6.54K ﹤0.01% 3469
2024
Q4 		$943K Buy
2,114
+1,344
+175% +$617K ﹤0.01% 3535
2024
Q3 		$330K Buy
+770
New +$304K ﹤0.01% 4351
2021
Q3 		– Sell
-1,151
Closed -$256K – 4343
2021
Q2 		$256K Sell
1,151
-144
-11% -$31.4K ﹤0.01% 3712
2021
Q1 		$292K Buy
1,295
+107
+9% +$22.3K ﹤0.01% 3481
2020
Q4 		$208K Buy
+1,188
New +$220K ﹤0.01% 3493

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

LPL Financial's CVCO Position: Q2 2026 in Review

LPL Financial increased its Cavco Industries (CVCO) stake by 15% in Q2 2026, buying an estimated $331K and bringing the position to 4,788 shares worth $2.94M. The position accounts for ﹤0.01% of the portfolio, ranked #3317.

LPL Financial first reported a position in CVCO in Q4 2020 and has held it in 11 quarters since. 358 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • LPL Financial held 4,788 shares of Cavco Industries worth $2.94M as of Q2 2026.
  • LPL Financial bought 623 Cavco Industries shares in Q2 2026, an estimated $331K.
  • Cavco Industries made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3317 holding.
  • LPL Financial first reported a position in Cavco Industries in Q4 2020 and has held it in 11 quarters since.
  • 358 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.