Orion Portfolio Solutions’s Cavco Industries CVCO Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$2.41M	Buy	4,635 +194	+4%	+$97.5K	0.02%	614
2024 Q4	$1.98M	Sell	4,441 -343	-7%	-$158K	0.02%	702
2024 Q3	$2.05M	Sell	4,784 -966	-17%	-$381K	0.02%	676
2024 Q2	$1.99M	Sell	5,750 -518	-8%	-$188K	0.02%	647
2024 Q1	$2.5M	Sell	6,268 -385	-6%	-$136K	0.03%	554
2023 Q4	$2.14M	Sell	6,653 -525	-7%	-$150K	0.02%	598
2023 Q3	$1.91M	Sell	7,178 -295	-4%	-$82.7K	0.02%	631
2023 Q2	$2.2M	Sell	7,473 -534	-7%	-$154K	0.02%	610
2023 Q1	$2.54M	Buy	+8,007	New	+$2.22M	0.03%	498
2020 Q3	–	Sell	-7	Closed	-$1K	–	772
2020 Q2	$1K	Buy	+7	New	+$1.15K	﹤0.01%	1938

Other funds holding CVCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Orion Portfolio Solutions's CVCO Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Cavco Industries (CVCO) stake by 4.4% in Q1 2025, buying an estimated $97.5K and bringing the position to 4,635 shares worth $2.41M. The position accounts for 0.02% of the portfolio, ranked #614.

Orion Portfolio Solutions first reported a position in CVCO in Q2 2020 and has held it in 10 quarters since. The position peaked at $2.54M in Q1 2023. 334 funds tracked by Wall St. Rank hold CVCO as of Q1 2025.

Orion Portfolio Solutions held 4,635 shares of Cavco Industries worth $2.41M as of Q1 2025.
Orion Portfolio Solutions bought 194 Cavco Industries shares in Q1 2025, an estimated $97.5K.
Cavco Industries made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #614 holding.
Orion Portfolio Solutions first reported a position in Cavco Industries in Q2 2020 and has held it in 10 quarters since.
Orion Portfolio Solutions's Cavco Industries position peaked at $2.54M in Q1 2023.
334 funds tracked by Wall St. Rank held Cavco Industries as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.