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Summit Global Investments’s Cavco Industries CVCO Stock Holding History

Summit Global Investments’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
Q4 		– Sell
-2,257
Closed -$1.31M – 495
2025
Q3 		$1.31M Buy
2,257
+153
+7% +$74.8K 0.08% 140
2025
Q2 		$914K Buy
2,104
+1,584
+305% +$742K 0.05% 213
2025
Q1 		$270K Sell
520
-10
-2% -$5.03K 0.02% 378
2024
Q4 		$237K Buy
+530
New +$243K 0.01% 483
2024
Q2 		– Sell
-3,406
Closed -$1.36M – 514
2024
Q1 		$1.36M Sell
3,406
-1,289
-27% -$456K 0.1% 162
2023
Q4 		$1.63M Buy
4,695
+924
+25% +$263K 0.11% 141
2023
Q3 		$1M Buy
+3,771
New +$1.06M 0.07% 221

Other funds holding CVCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Summit Global Investments's CVCO Position: Q4 2025 in Review

Summit Global Investments sold out of Cavco Industries (CVCO) in Q4 2025, closing a stake of 2,257 shares — an estimated $1.31M sold.

Summit Global Investments first reported a position in CVCO in Q3 2023 and held it in 7 quarters. The position peaked at $1.63M in Q4 2023. 353 funds tracked by Wall St. Rank hold CVCO as of Q4 2025.

  • Summit Global Investments reported no remaining Cavco Industries position as of Q4 2025 after selling out during the quarter.
  • Summit Global Investments sold 2,257 Cavco Industries shares in Q4 2025, an estimated $1.31M.
  • Summit Global Investments first reported a position in Cavco Industries in Q3 2023 and held it in 7 quarters.
  • Summit Global Investments's Cavco Industries position peaked at $1.63M in Q4 2023.
  • 353 funds tracked by Wall St. Rank held Cavco Industries as of Q4 2025.

Based on Summit Global Investments's 13F filing for Q4 2025, filed 18 Feb 2026.