SW
CVCO icon

SkyOak Wealth’s Cavco Industries CVCO Stock Holding History

SkyOak Wealth’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 		$241K Sell
393
-39
-9% -$20.7K 0.04% 213
2026
Q1 		$209K Buy
+432
New +$245K 0.04% 236
2025
Q2 		– Sell
-473
Closed -$246K – 252
2025
Q1 		$246K Buy
+473
New +$238K 0.05% 195

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

SkyOak Wealth's CVCO Position: Q2 2026 in Review

SkyOak Wealth reduced its Cavco Industries (CVCO) stake by 9% in Q2 2026, selling an estimated $20.7K and leaving 393 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #213.

SkyOak Wealth first reported a position in CVCO in Q1 2025 and has held it in 3 quarters since. The position peaked at $246K in Q1 2025. 356 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • SkyOak Wealth held 393 shares of Cavco Industries worth $241K as of Q2 2026.
  • SkyOak Wealth sold 39 Cavco Industries shares in Q2 2026, an estimated $20.7K.
  • Cavco Industries made up 0.04% of SkyOak Wealth's portfolio in Q2 2026, its #213 holding.
  • SkyOak Wealth first reported a position in Cavco Industries in Q1 2025 and has held it in 3 quarters since.
  • SkyOak Wealth's Cavco Industries position peaked at $246K in Q1 2025.
  • 356 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.