MGWM
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Marks Group Wealth Management’s Cavco Industries CVCO Stock Holding History

Marks Group 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 		$993K Sell
1,616
-1,372
-46% -$728K 0.09% 205
2026
Q1 		$1.45M Sell
2,988
-3,390
-53% -$1.92M 0.14% 167
2025
Q4 		$3.77M Sell
6,378
-3,937
-38% -$2.23M 0.36% 86
2025
Q3 		$5.99M Sell
10,315
-495
-5% -$242K 0.56% 80
2025
Q2 		$4.7M Sell
10,810
-10
-0.1% -$4.68K 0.44% 82
2025
Q1 		$5.62M Sell
10,820
-406
-4% -$204K 0.54% 74
2024
Q4 		$5.01M Buy
11,226
+89
+0.8% +$40.9K 0.49% 78
2024
Q3 		$4.77M Buy
11,137
+3,106
+39% +$1.23M 0.46% 83
2024
Q2 		$2.78M Buy
8,031
+115
+1% +$41.8K 0.29% 95
2024
Q1 		$3.16M Buy
7,916
+136
+2% +$48.2K 0.33% 90
2023
Q4 		$2.7M Buy
7,780
+89
+1% +$25.4K 0.31% 97
2023
Q3 		$2.04M Sell
7,691
-99
-1% -$27.8K 0.25% 118
2023
Q2 		$2.3M Sell
7,790
-103
-1% -$29.6K 0.27% 114
2023
Q1 		$2.51M Sell
7,893
-107
-1% -$29.6K 0.32% 104
2022
Q4 		$1.81M Buy
8,000
+121
+2% +$26.9K 0.25% 119
2022
Q3 		$1.62M Buy
7,879
+3,466
+79% +$821K 0.25% 119
2022
Q2 		$865K Buy
4,413
+60
+1% +$13.4K 0.12% 176
2022
Q1 		$1.05M Buy
4,353
+208
+5% +$57.4K 0.13% 162
2021
Q4 		$1.33M Buy
4,145
+3
+0.1% +$835 0.16% 138
2021
Q3 		$946K Sell
4,142
-2,670
-39% -$642K 0.13% 155
2021
Q2 		$1.51M Buy
6,812
+160
+2% +$34.9K 0.21% 128
2021
Q1 		$1.49M Buy
6,652
+329
+5% +$68.6K 0.22% 121
2020
Q4 		$1.11M Buy
6,323
+559
+10% +$104K 0.17% 138
2020
Q3 		$1.04M Buy
5,764
+380
+7% +$72.5K 0.19% 132
2020
Q2 		$1.05M Buy
5,384
+233
+5% +$38.2K 0.21% 120
2020
Q1 		$745K Buy
5,151
+348
+7% +$68.4K 0.19% 131
2019
Q4 		$938K Buy
+4,803
New +$941K 0.18% 142

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

Marks Group Wealth Management's CVCO Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Cavco Industries (CVCO) stake by 46% in Q2 2026, selling an estimated $728K and leaving 1,616 shares worth $993K. The position accounts for 0.09% of the portfolio, ranked #205.

Marks Group Wealth Management first reported a position in CVCO in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.99M in Q3 2025. 360 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Marks Group Wealth Management held 1,616 shares of Cavco Industries worth $993K as of Q2 2026.
  • Marks Group Wealth Management sold 1,372 Cavco Industries shares in Q2 2026, an estimated $728K.
  • Cavco Industries made up 0.09% of Marks Group Wealth Management's portfolio in Q2 2026, its #205 holding.
  • Marks Group Wealth Management first reported a position in Cavco Industries in Q4 2019 and has held it in 27 quarters since.
  • Marks Group Wealth Management's Cavco Industries position peaked at $5.99M in Q3 2025.
  • 360 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.