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CVCO icon

NewEdge Advisors’s Cavco Industries CVCO Stock Holding History

NewEdge Advisors’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 		$20.9K Sell
34
-10
-23% -$5.31K ﹤0.01% 3349
2026
Q1 		$21.3K Buy
44
+10
+29% +$5.68K ﹤0.01% 3172
2025
Q4 		$20.1K Hold
34
– – ﹤0.01% 3259
2025
Q3 		$19.7K Hold
34
– – ﹤0.01% 3125
2025
Q2 		$14.8K Sell
34
-1
-3% -$469 ﹤0.01% 3052
2025
Q1 		$18.2K Hold
35
– – ﹤0.01% 2894
2024
Q4 		$15.6K Hold
35
– – ﹤0.01% 2880
2024
Q3 		$15K Hold
35
– – ﹤0.01% 2806
2024
Q2 		$12.1K Sell
35
-28
-44% -$10.2K ﹤0.01% 2786
2024
Q1 		$25.1K Sell
63
-17
-21% -$6.02K ﹤0.01% 2548
2023
Q4 		$27.7K Sell
80
-140
-64% -$39.9K ﹤0.01% 2448
2023
Q3 		$58.4K Sell
220
-1,159
-84% -$325K ﹤0.01% 2046
2023
Q2 		$407K Buy
1,379
+1,214
+736% +$349K ﹤0.01% 1288
2023
Q1 		$52.4K Buy
+165
New +$45.7K ﹤0.01% 1975
2017
Q3 		– Sell
-75
Closed -$9.79K – 515
2017
Q2 		$9.79K Buy
+75
New +$8.96K ﹤0.01% 974

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

NewEdge Advisors's CVCO Position: Q2 2026 in Review

NewEdge Advisors reduced its Cavco Industries (CVCO) stake by 23% in Q2 2026, selling an estimated $5.31K and leaving 34 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3349.

NewEdge Advisors first reported a position in CVCO in Q2 2017 and has held it in 15 quarters since. The position peaked at $407K in Q2 2023. 360 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • NewEdge Advisors held 34 shares of Cavco Industries worth $20.9K as of Q2 2026.
  • NewEdge Advisors sold 10 Cavco Industries shares in Q2 2026, an estimated $5.31K.
  • Cavco Industries made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3349 holding.
  • NewEdge Advisors first reported a position in Cavco Industries in Q2 2017 and has held it in 15 quarters since.
  • NewEdge Advisors's Cavco Industries position peaked at $407K in Q2 2023.
  • 360 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.