MWM
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Moran Wealth Management’s Cavco Industries CVCO Stock Holding History

Moran 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 		$1.4M Buy
2,280
+491
+27% +$261K 0.04% 363
2026
Q1 		$866K Buy
1,789
+57
+3% +$32.4K 0.03% 380
2025
Q4 		$1.02M Buy
1,732
+181
+12% +$103K 0.03% 355
2025
Q3 		$901K Buy
1,551
+76
+5% +$37.2K 0.03% 355
2025
Q2 		$641K Buy
1,475
+46
+3% +$21.6K 0.02% 369
2025
Q1 		$743K Sell
1,429
-24
-2% -$12.1K 0.03% 330
2024
Q4 		$648K Buy
1,453
+66
+5% +$30.3K 0.02% 344
2024
Q3 		$594K Buy
1,387
+362
+35% +$143K 0.02% 361
2024
Q2 		$355K Buy
1,025
+71
+7% +$25.8K 0.01% 367
2024
Q1 		$381K Buy
954
+61
+7% +$21.6K 0.01% 354
2023
Q4 		$310K Buy
893
+46
+5% +$13.1K 0.01% 365
2023
Q3 		$225K Sell
847
-119
-12% -$33.4K 0.01% 344
2023
Q2 		$285K Buy
+966
New +$278K 0.01% 352

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

Moran Wealth Management's CVCO Position: Q2 2026 in Review

Moran Wealth Management increased its Cavco Industries (CVCO) stake by 27% in Q2 2026, buying an estimated $261K and bringing the position to 2,280 shares worth $1.4M. The position accounts for 0.04% of the portfolio, ranked #363.

Moran Wealth Management first reported a position in CVCO in Q2 2023 and has held it in 13 quarters since. 358 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Moran Wealth Management held 2,280 shares of Cavco Industries worth $1.4M as of Q2 2026.
  • Moran Wealth Management bought 491 Cavco Industries shares in Q2 2026, an estimated $261K.
  • Cavco Industries made up 0.04% of Moran Wealth Management's portfolio in Q2 2026, its #363 holding.
  • Moran Wealth Management first reported a position in Cavco Industries in Q2 2023 and has held it in 13 quarters since.
  • 358 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.