Steward Partners Investment Advisory’s Cavco Industries CVCO Stock Holding History

Steward Partners Investment Advisory’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	$2.46K	Hold	4	–	–	﹤0.01%	4191
2026 Q1	$1.94K	Sell	4 -2	-33%	-$1.14K	﹤0.01%	4065
2025 Q4	$3.54K	Buy	6 +4	+200%	+$2.27K	﹤0.01%	3806
2025 Q3	$1.16K	Hold	2	–	–	﹤0.01%	4031
2025 Q2	$869	Hold	2	–	–	﹤0.01%	3890
2025 Q1	$1.04K	Hold	2	–	–	﹤0.01%	3766
2024 Q4	$892	Hold	2	–	–	﹤0.01%	3777
2024 Q3	$856	Hold	2	–	–	﹤0.01%	3544
2024 Q2	$692	Buy	+2	New	+$728	﹤0.01%	3437

Other funds holding CVCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Steward Partners Investment Advisory's CVCO Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Cavco Industries (CVCO) position steady in Q2 2026 at 4 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #4191.

Steward Partners Investment Advisory first reported a position in CVCO in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.54K in Q4 2025. 358 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

Steward Partners Investment Advisory held 4 shares of Cavco Industries worth $2.46K as of Q2 2026.
Steward Partners Investment Advisory left its Cavco Industries share count unchanged in Q2 2026.
Cavco Industries made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4191 holding.
Steward Partners Investment Advisory first reported a position in Cavco Industries in Q2 2024 and has held it in 9 quarters since.
Steward Partners Investment Advisory's Cavco Industries position peaked at $3.54K in Q4 2025.
358 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.