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Rise Advisors’s Cavco Industries CVCO Stock Holding History

Rise 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
2025
Q4 		– Sell
-18
Closed -$10.5K – 423
2025
Q3 		$10.5K Hold
18
– – ﹤0.01% 967
2025
Q2 		$7.82K Hold
18
– – ﹤0.01% 1104
2025
Q1 		$9.35K Buy
+18
New +$9.05K ﹤0.01% 1016

Other funds holding CVCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Rise Advisors's CVCO Position: Q4 2025 in Review

Rise Advisors sold out of Cavco Industries (CVCO) in Q4 2025, closing a stake of 18 shares — an estimated $10.5K sold.

Rise Advisors first reported a position in CVCO in Q1 2025 and held it in 3 quarters. The position peaked at $10.5K in Q3 2025. 353 funds tracked by Wall St. Rank hold CVCO as of Q4 2025.

  • Rise Advisors reported no remaining Cavco Industries position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 18 Cavco Industries shares in Q4 2025, an estimated $10.5K.
  • Rise Advisors first reported a position in Cavco Industries in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's Cavco Industries position peaked at $10.5K in Q3 2025.
  • 353 funds tracked by Wall St. Rank held Cavco Industries as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.