NewEdge Advisors
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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
Q3 		$19K Hold
34
– – ﹤0.01% 3424
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 -$9.8K – 515
2017
Q2 		$9.8K Buy
+75
New +$8.96K ﹤0.01% 974

Other funds holding CVCO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $6.55B AUM 7.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

NewEdge Advisors's CVCO Position: Q3 2026 in Review

NewEdge Advisors held its Cavco Industries (CVCO) position steady in Q3 2026 at 34 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #3424.

NewEdge Advisors first reported a position in CVCO in Q2 2017 and has held it in 16 quarters since. The position peaked at $407K in Q2 2023. 290 funds tracked by Wall St. Rank hold CVCO as of Q3 2026.

  • NewEdge Advisors held 34 shares of Cavco Industries worth $19K as of Q3 2026.
  • NewEdge Advisors left its Cavco Industries share count unchanged in Q3 2026.
  • Cavco Industries made up ﹤0.01% of NewEdge Advisors's portfolio in Q3 2026, its #3424 holding.
  • NewEdge Advisors first reported a position in Cavco Industries in Q2 2017 and has held it in 16 quarters since.
  • NewEdge Advisors's Cavco Industries position peaked at $407K in Q2 2023.
  • 290 funds tracked by Wall St. Rank held Cavco Industries as of Q3 2026.

Based on NewEdge Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.