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Rothschild Investment LLC’s Cavco Industries CVCO Stock Holding History

Rothschild Investment LLC’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 		$17.2K Buy
28
+13
+87% +$6.9K ﹤0.01% 1598
2026
Q1 		$7.26K Buy
15
+7
+88% +$3.97K ﹤0.01% 1860
2025
Q4 		$4.73K Buy
8
+1
+14% +$567 ﹤0.01% 1915
2025
Q3 		$4.07K Buy
7
+1
+17% +$489 ﹤0.01% 1799
2025
Q2 		$2.61K Sell
6
-5
-45% -$2.34K ﹤0.01% 1880
2025
Q1 		$5.72K Buy
11
+3
+38% +$1.51K ﹤0.01% 1378
2024
Q4 		$3.57K Buy
8
+2
+33% +$918 ﹤0.01% 1481
2024
Q3 		$2.57K Buy
6
+4
+200% +$1.58K ﹤0.01% 1598
2024
Q2 		$692 Buy
2
+1
+100% +$364 ﹤0.01% 1846
2024
Q1 		$399 Buy
+1
New +$354 ﹤0.01% 1445

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

Rothschild Investment LLC's CVCO Position: Q2 2026 in Review

Rothschild Investment LLC increased its Cavco Industries (CVCO) stake by 87% in Q2 2026, buying an estimated $6.9K and bringing the position to 28 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1598.

Rothschild Investment LLC first reported a position in CVCO in Q1 2024 and has held it in 10 quarters since. 358 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Rothschild Investment LLC held 28 shares of Cavco Industries worth $17.2K as of Q2 2026.
  • Rothschild Investment LLC bought 13 Cavco Industries shares in Q2 2026, an estimated $6.9K.
  • Cavco Industries made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1598 holding.
  • Rothschild Investment LLC first reported a position in Cavco Industries in Q1 2024 and has held it in 10 quarters since.
  • 358 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.