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Neumeier Poma Investment Counsel’s Cavco Industries CVCO Stock Holding History

Neumeier Poma Investment Counsel’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
Q1 		$26.2M Sell
54,097
-1,215
-2% -$690K 2.16% 23
2025
Q4 		$32.7M Buy
55,312
+16,535
+43% +$9.37M 2.7% 17
2025
Q3 		$22.5M Buy
38,777
+9,961
+35% +$4.87M 1.84% 30
2025
Q2 		$12.5M Sell
28,816
-15,995
-36% -$7.49M 1.17% 37
2025
Q1 		$23.3M Buy
44,811
+14,515
+48% +$7.3M 2.5% 18
2024
Q4 		$13.5M Buy
30,296
+679
+2% +$312K 1.31% 36
2024
Q3 		$12.7M Buy
29,617
+12,032
+68% +$4.75M 1.21% 35
2024
Q2 		$6.09M Sell
17,585
-465
-3% -$169K 0.56% 42
2024
Q1 		$7.2M Sell
18,050
-3,445
-16% -$1.22M 0.66% 38
2023
Q4 		$7.45M Sell
21,495
-35,085
-62% -$10M 0.66% 34
2023
Q3 		$15M Sell
56,580
-15,745
-22% -$4.42M 1.47% 30
2023
Q2 		$21.3M Sell
72,325
-3,400
-4% -$977K 1.95% 27
2023
Q1 		$24.1M Buy
75,725
+865
+1% +$239K 2.24% 22
2022
Q4 		$16.9M Buy
74,860
+6,120
+9% +$1.36M 1.57% 30
2022
Q3 		$14.1M Buy
68,740
+6,690
+11% +$1.59M 1.4% 31
2022
Q2 		$12.2M Buy
62,050
+1,040
+2% +$232K 0.95% 37
2022
Q1 		$14.7M Buy
+61,010
New +$16.8M 0.99% 37

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 $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Neumeier Poma Investment Counsel's CVCO Position: Q1 2026 in Review

Neumeier Poma Investment Counsel reduced its Cavco Industries (CVCO) stake by 2.2% in Q1 2026, selling an estimated $690K and leaving 54,097 shares worth $26.2M. The position accounts for 2.16% of the portfolio, ranked #23.

Neumeier Poma Investment Counsel first reported a position in CVCO in Q1 2022 and has held it in 17 quarters since. The position peaked at $32.7M in Q4 2025. 343 funds tracked by Wall St. Rank hold CVCO as of Q1 2026.

  • Neumeier Poma Investment Counsel held 54,097 shares of Cavco Industries worth $26.2M as of Q1 2026.
  • Neumeier Poma Investment Counsel sold 1,215 Cavco Industries shares in Q1 2026, an estimated $690K.
  • Cavco Industries made up 2.16% of Neumeier Poma Investment Counsel's portfolio in Q1 2026, its #23 holding.
  • Neumeier Poma Investment Counsel first reported a position in Cavco Industries in Q1 2022 and has held it in 17 quarters since.
  • Neumeier Poma Investment Counsel's Cavco Industries position peaked at $32.7M in Q4 2025.
  • 343 funds tracked by Wall St. Rank held Cavco Industries as of Q1 2026.

Based on Neumeier Poma Investment Counsel's 13F filing for Q1 2026, filed 13 May 2026.