Plante Moran Financial Advisors’s Cavco Industries CVCO Stock Holding History

Plante Moran Financial 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 Q1	–	Sell	-19	Closed	-$11.2K	–	757
2025 Q4	$11.2K	Buy	+19	New	+$10.8K	﹤0.01%	544
2023 Q2	–	Sell	-45	Closed	-$14.3K	–	808
2023 Q1	$14.3K	Buy	+45	New	+$12.5K	﹤0.01%	512
2022 Q3	–	Sell	-7	Closed	-$1K	–	894
2022 Q2	$1K	Buy	+7	New	+$1.56K	﹤0.01%	892
2018 Q1	–	Sell	-36	Closed	-$5K	–	960
2017 Q4	$5K	Buy	+36	New	+$5.41K	﹤0.01%	699

Other funds holding CVCO

BlackRock New York $5.72T AUM 30.48% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

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

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

Plante Moran Financial Advisors's CVCO Position: Q1 2026 in Review

Plante Moran Financial Advisors sold out of Cavco Industries (CVCO) in Q1 2026, closing a stake of 19 shares — an estimated $11.2K sold.

Plante Moran Financial Advisors first reported a position in CVCO in Q4 2017 and held it in 4 quarters. The position peaked at $14.3K in Q1 2023. 343 funds tracked by Wall St. Rank hold CVCO as of Q1 2026.

Plante Moran Financial Advisors reported no remaining Cavco Industries position as of Q1 2026 after selling out during the quarter.
Plante Moran Financial Advisors sold 19 Cavco Industries shares in Q1 2026, an estimated $11.2K.
Plante Moran Financial Advisors first reported a position in Cavco Industries in Q4 2017 and held it in 4 quarters.
Plante Moran Financial Advisors's Cavco Industries position peaked at $14.3K in Q1 2023.
343 funds tracked by Wall St. Rank held Cavco Industries as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.