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Provenance Wealth Advisors’s Cavco Industries CVCO Stock Holding History

Provenance Wealth 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
Q2 		$3.07K Hold
5
– – ﹤0.01% 418
2026
Q1 		$2.42K Hold
5
– – ﹤0.01% 370
2025
Q4 		$2.95K Hold
5
– – ﹤0.01% 366
2025
Q3 		$2.9K Hold
5
– – ﹤0.01% 381
2025
Q2 		$2.17K Hold
5
– – ﹤0.01% 382
2025
Q1 		$2.6K Hold
5
– – ﹤0.01% 386
2024
Q4 		$2.23K Hold
5
– – ﹤0.01% 415
2024
Q3 		$2.14K Hold
5
– – ﹤0.01% 453
2024
Q2 		$1.73K Hold
5
– – ﹤0.01% 389
2024
Q1 		$2K Hold
5
– – ﹤0.01% 409
2023
Q4 		$1.73K Hold
5
– – ﹤0.01% 475
2023
Q3 		$1.33K Buy
+5
New +$1.4K ﹤0.01% 369

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

Provenance Wealth Advisors's CVCO Position: Q2 2026 in Review

Provenance Wealth Advisors held its Cavco Industries (CVCO) position steady in Q2 2026 at 5 shares worth $3.07K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Provenance Wealth Advisors first reported a position in CVCO in Q3 2023 and has held it in 12 quarters since. 358 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Provenance Wealth Advisors held 5 shares of Cavco Industries worth $3.07K as of Q2 2026.
  • Provenance Wealth Advisors left its Cavco Industries share count unchanged in Q2 2026.
  • Cavco Industries made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #418 holding.
  • Provenance Wealth Advisors first reported a position in Cavco Industries in Q3 2023 and has held it in 12 quarters since.
  • 358 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.