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Sendero Wealth Management’s Cavco Industries CVCO Stock Holding History

Sendero Wealth Management’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 		$1.12M Sell
1,828
-28
-2% -$14.9K 0.11% 115
2026
Q1 		$899K Buy
1,856
+566
+44% +$321K 0.1% 116
2025
Q4 		$762K Buy
1,290
+204
+19% +$116K 0.08% 127
2025
Q3 		$631K Buy
+1,086
New +$531K 0.07% 127

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

Sendero Wealth Management's CVCO Position: Q2 2026 in Review

Sendero Wealth Management reduced its Cavco Industries (CVCO) stake by 1.5% in Q2 2026, selling an estimated $14.9K and leaving 1,828 shares worth $1.12M. The position accounts for 0.11% of the portfolio, ranked #115.

Sendero Wealth Management first reported a position in CVCO in Q3 2025 and has held it in 4 quarters since. 358 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Sendero Wealth Management held 1,828 shares of Cavco Industries worth $1.12M as of Q2 2026.
  • Sendero Wealth Management sold 28 Cavco Industries shares in Q2 2026, an estimated $14.9K.
  • Cavco Industries made up 0.11% of Sendero Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Sendero Wealth Management first reported a position in Cavco Industries in Q3 2025 and has held it in 4 quarters since.
  • 358 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.