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LRI Investments’s Cavco Industries CVCO Stock Holding History

LRI Investments’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 		$614 Sell
1
-15
-94% -$7.96K ﹤0.01% 1493
2026
Q1 		$7.75K Buy
16
+3
+23% +$1.7K ﹤0.01% 957
2025
Q4 		$7.68K Hold
13
– – ﹤0.01% 940
2025
Q3 		$7.55K Hold
13
– – ﹤0.01% 937
2025
Q2 		$5.65K Buy
+13
New +$6.09K ﹤0.01% 988

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

LRI Investments's CVCO Position: Q2 2026 in Review

LRI Investments reduced its Cavco Industries (CVCO) stake by 94% in Q2 2026, selling an estimated $7.96K and leaving 1 share worth $614. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

LRI Investments first reported a position in CVCO in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.75K in Q1 2026. 356 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • LRI Investments held 1 share of Cavco Industries worth $614 as of Q2 2026.
  • LRI Investments sold 15 Cavco Industries shares in Q2 2026, an estimated $7.96K.
  • Cavco Industries made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1493 holding.
  • LRI Investments first reported a position in Cavco Industries in Q2 2025 and has held it in 5 quarters since.
  • LRI Investments's Cavco Industries position peaked at $7.75K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.