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Private Wealth Management Group’s Cavco Industries CVCO Stock Holding History

Private Wealth Management Group’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 		$6.76K Hold
11
– – ﹤0.01% 721
2026
Q1 		$5.33K Hold
11
– – ﹤0.01% 745
2025
Q4 		$6.5K Hold
11
– – ﹤0.01% 672
2025
Q3 		$6.39K Hold
11
– – ﹤0.01% 696
2025
Q2 		$4.78K Hold
11
– – ﹤0.01% 770
2025
Q1 		$5.72K Hold
11
– – ﹤0.01% 666
2024
Q4 		$4.91K Hold
11
– – ﹤0.01% 746
2024
Q3 		$4.71K Hold
11
– – ﹤0.01% 758
2024
Q2 		$3.81K Hold
11
– – ﹤0.01% 817
2024
Q1 		$4.39K Hold
11
– – ﹤0.01% 662
2023
Q4 		$3.81K Buy
+11
New +$3.13K ﹤0.01% 721

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

Private Wealth Management Group's CVCO Position: Q2 2026 in Review

Private Wealth Management Group held its Cavco Industries (CVCO) position steady in Q2 2026 at 11 shares worth $6.76K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Private Wealth Management Group 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.

  • Private Wealth Management Group held 11 shares of Cavco Industries worth $6.76K as of Q2 2026.
  • Private Wealth Management Group left its Cavco Industries share count unchanged in Q2 2026.
  • Cavco Industries made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #721 holding.
  • Private Wealth Management Group 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 Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.