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Principal Securities’s Cavco Industries CVCO Stock Holding History

Principal Securities’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
Q4 		– Sell
-40
Closed -$23.2K – 1806
2025
Q3 		$23.2K Buy
40
+3
+8% +$1.47K ﹤0.01% 2346
2025
Q2 		$16.1K Sell
37
-4
-10% -$1.87K ﹤0.01% 2423
2025
Q1 		$18.3K Hold
41
– – ﹤0.01% 2246
2024
Q4 		$18.3K Sell
41
-1
-2% -$459 ﹤0.01% 2244
2024
Q3 		$18K Hold
42
– – ﹤0.01% 2172
2024
Q2 		$14.5K Hold
42
– – ﹤0.01% 2225
2024
Q1 		$16.8K Sell
42
-1
-2% -$354 ﹤0.01% 2100
2023
Q4 		$14.9K Buy
+43
New +$12.3K ﹤0.01% 2076

Other funds holding CVCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Principal Securities's CVCO Position: Q4 2025 in Review

Principal Securities sold out of Cavco Industries (CVCO) in Q4 2025, closing a stake of 40 shares — an estimated $23.2K sold.

Principal Securities first reported a position in CVCO in Q4 2023 and held it in 8 quarters. The position peaked at $23.2K in Q3 2025. 353 funds tracked by Wall St. Rank hold CVCO as of Q4 2025.

  • Principal Securities reported no remaining Cavco Industries position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 40 Cavco Industries shares in Q4 2025, an estimated $23.2K.
  • Principal Securities first reported a position in Cavco Industries in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Cavco Industries position peaked at $23.2K in Q3 2025.
  • 353 funds tracked by Wall St. Rank held Cavco Industries as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.