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Stephens Consulting’s Cavco Industries CVCO Stock Holding History

Stephens Consulting’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
2025
Q2 		– Sell
-2
Closed -$1.04K – 1391
2025
Q1 		$1.04K Buy
+2
New +$1K ﹤0.01% 628

Other funds holding CVCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Stephens Consulting's CVCO Position: Q2 2025 in Review

Stephens Consulting sold out of Cavco Industries (CVCO) in Q2 2025, closing a stake of 2 shares — an estimated $1.04K sold.

Stephens Consulting first reported a position in CVCO in Q1 2025 and held it in 1 quarter. The position peaked at $1.04K in Q1 2025. 314 funds tracked by Wall St. Rank hold CVCO as of Q2 2025.

  • Stephens Consulting reported no remaining Cavco Industries position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 2 Cavco Industries shares in Q2 2025, an estimated $1.04K.
  • Stephens Consulting first reported a position in Cavco Industries in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's Cavco Industries position peaked at $1.04K in Q1 2025.
  • 314 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.