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Root Financial Partners’s Cavco Industries CVCO Stock Holding History

Root Financial Partners’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 		– Sell
-31
Closed -$15K – 1051
2026
Q1 		$15K Sell
31
-5
-14% -$2.84K ﹤0.01% 1481
2025
Q4 		$21.3K Buy
36
+6
+20% +$3.4K ﹤0.01% 1153
2025
Q3 		$17.4K Buy
+30
New +$14.7K ﹤0.01% 1187

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

Root Financial Partners's CVCO Position: Q2 2026 in Review

Root Financial Partners sold out of Cavco Industries (CVCO) in Q2 2026, closing a stake of 31 shares — an estimated $15K sold.

Root Financial Partners first reported a position in CVCO in Q3 2025 and held it in 3 quarters. The position peaked at $21.3K in Q4 2025. 359 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Root Financial Partners reported no remaining Cavco Industries position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 31 Cavco Industries shares in Q2 2026, an estimated $15K.
  • Root Financial Partners first reported a position in Cavco Industries in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Cavco Industries position peaked at $21.3K in Q4 2025.
  • 359 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.