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Sheets Smith Wealth Management’s Cavco Industries CVCO Stock Holding History

Sheets Smith 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 		$1.35M Sell
2,195
-55
-2% -$29.2K 0.13% 153
2026
Q1 		$1.09M Buy
2,250
+20
+0.9% +$11.4K 0.12% 176
2025
Q4 		$1.32M Sell
2,230
-15
-0.7% -$8.5K 0.14% 147
2025
Q3 		$1.3M Buy
2,245
+31
+1% +$15.2K 0.15% 140
2025
Q2 		$962K Buy
2,214
+44
+2% +$20.6K 0.11% 172
2025
Q1 		$1.13M Buy
2,170
+86
+4% +$43.2K 0.14% 141
2024
Q4 		$930K Buy
2,084
+69
+3% +$31.7K 0.11% 169
2024
Q3 		$863K Sell
2,015
-20
-1% -$7.89K 0.11% 172
2024
Q2 		$704K Hold
2,035
– – 0.08% 191
2024
Q1 		$812K Hold
2,035
– – 0.09% 181
2023
Q4 		$705K Sell
2,035
-55
-3% -$15.7K 0.1% 171
2023
Q3 		$555K Buy
2,090
+54
+3% +$15.1K 0.08% 192
2023
Q2 		$601K Buy
2,036
+8
+0.4% +$2.3K 0.09% 190
2023
Q1 		$644K Hold
2,028
– – 0.1% 178
2022
Q4 		$459K Hold
2,028
– – 0.07% 203
2022
Q3 		$417K Hold
2,028
– – 0.07% 200
2022
Q2 		$397K Hold
2,028
– – 0.07% 216
2022
Q1 		$488K Hold
2,028
– – 0.07% 216
2021
Q4 		$644K Buy
2,028
+8
+0.4% +$2.23K 0.08% 204
2021
Q3 		$478K Hold
2,020
– – 0.06% 223
2021
Q2 		$449K Hold
2,020
– – 0.06% 237
2021
Q1 		$456K Hold
2,020
– – 0.07% 215
2020
Q4 		$354K Buy
2,020
+55
+3% +$10.2K 0.05% 256
2020
Q3 		$354K Hold
1,965
– – 0.06% 222
2020
Q2 		$379K Hold
1,965
– – 0.08% 184
2020
Q1 		$285K Buy
1,965
+96
+5% +$18.9K 0.06% 212
2019
Q4 		$365K Sell
1,869
-80
-4% -$15.7K 0.07% 242
2019
Q3 		$374K Buy
1,949
+410
+27% +$72.6K 0.08% 228
2019
Q2 		$242K Buy
+1,539
New +$210K 0.05% 288

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

Sheets Smith Wealth Management's CVCO Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Cavco Industries (CVCO) stake by 2.4% in Q2 2026, selling an estimated $29.2K and leaving 2,195 shares worth $1.35M. The position accounts for 0.13% of the portfolio, ranked #153.

Sheets Smith Wealth Management first reported a position in CVCO in Q2 2019 and has held it in 29 quarters since. 359 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Sheets Smith Wealth Management held 2,195 shares of Cavco Industries worth $1.35M as of Q2 2026.
  • Sheets Smith Wealth Management sold 55 Cavco Industries shares in Q2 2026, an estimated $29.2K.
  • Cavco Industries made up 0.13% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #153 holding.
  • Sheets Smith Wealth Management first reported a position in Cavco Industries in Q2 2019 and has held it in 29 quarters since.
  • 359 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.