Pathstone Holdings
CVCO icon

Pathstone Holdings’s Cavco Industries CVCO Stock Holding History

Pathstone Holdings’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 		$3.31M Buy
5,389
+174
+3% +$92.4K 0.01% 845
2026
Q1 		$2.53M Buy
5,215
+967
+23% +$549K 0.01% 903
2025
Q4 		$2.51M Buy
4,248
+1,326
+45% +$751K 0.01% 910
2025
Q3 		$1.7M Buy
2,922
+1,684
+136% +$823K 0.01% 1129
2025
Q2 		$538K Sell
1,238
-161
-12% -$75.4K ﹤0.01% 1691
2025
Q1 		$727K Sell
1,399
-205
-13% -$103K ﹤0.01% 1528
2024
Q4 		$716K Buy
1,604
+9
+0.6% +$4.13K ﹤0.01% 1549
2024
Q3 		$683K Buy
1,595
+20
+1% +$7.89K ﹤0.01% 1572
2024
Q2 		$545K Sell
1,575
-292
-16% -$106K ﹤0.01% 1641
2024
Q1 		$745K Buy
1,867
+118
+7% +$41.8K ﹤0.01% 1474
2023
Q4 		$606K Buy
+1,749
New +$498K ﹤0.01% 1382

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

Pathstone Holdings's CVCO Position: Q2 2026 in Review

Pathstone Holdings increased its Cavco Industries (CVCO) stake by 3.3% in Q2 2026, buying an estimated $92.4K and bringing the position to 5,389 shares worth $3.31M. The position accounts for 0.01% of the portfolio, ranked #845.

Pathstone Holdings first reported a position in CVCO in Q4 2023 and has held it in 11 quarters since. 356 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Pathstone Holdings held 5,389 shares of Cavco Industries worth $3.31M as of Q2 2026.
  • Pathstone Holdings bought 174 Cavco Industries shares in Q2 2026, an estimated $92.4K.
  • Cavco Industries made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #845 holding.
  • Pathstone Holdings first reported a position in Cavco Industries in Q4 2023 and has held it in 11 quarters since.
  • 356 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.