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Occidental Asset Management’s Cavco Industries CVCO Stock Holding History

Occidental Asset 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
Q1 		– Sell
-397
Closed -$235K – 294
2025
Q4 		$235K Buy
+397
New +$225K 0.03% 249

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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Occidental Asset Management's CVCO Position: Q1 2026 in Review

Occidental Asset Management sold out of Cavco Industries (CVCO) in Q1 2026, closing a stake of 397 shares — an estimated $235K sold.

Occidental Asset Management first reported a position in CVCO in Q4 2025 and held it in 1 quarter. The position peaked at $235K in Q4 2025. 343 funds tracked by Wall St. Rank hold CVCO as of Q1 2026.

  • Occidental Asset Management reported no remaining Cavco Industries position as of Q1 2026 after selling out during the quarter.
  • Occidental Asset Management sold 397 Cavco Industries shares in Q1 2026, an estimated $235K.
  • Occidental Asset Management first reported a position in Cavco Industries in Q4 2025 and held it in 1 quarter.
  • Occidental Asset Management's Cavco Industries position peaked at $235K in Q4 2025.
  • 343 funds tracked by Wall St. Rank held Cavco Industries as of Q1 2026.

Based on Occidental Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.