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Summit Trail Advisors’s Cavco Industries CVCO Stock Holding History

Summit Trail Advisors’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 		$556K Buy
905
+8
+0.9% +$4.25K 0.01% 1190
2026
Q1 		$434K Buy
897
+231
+35% +$131K 0.01% 1207
2025
Q4 		$393K Buy
666
+36
+6% +$20.4K 0.01% 1146
2025
Q3 		$366K Buy
+630
New +$308K 0.01% 1156

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

Summit Trail Advisors's CVCO Position: Q2 2026 in Review

Summit Trail Advisors increased its Cavco Industries (CVCO) stake by 0.89% in Q2 2026, buying an estimated $4.25K and bringing the position to 905 shares worth $556K. The position accounts for 0.01% of the portfolio, ranked #1190.

Summit Trail Advisors first reported a position in CVCO in Q3 2025 and has held it in 4 quarters since. 360 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Summit Trail Advisors held 905 shares of Cavco Industries worth $556K as of Q2 2026.
  • Summit Trail Advisors bought 8 Cavco Industries shares in Q2 2026, an estimated $4.25K.
  • Cavco Industries made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1190 holding.
  • Summit Trail Advisors first reported a position in Cavco Industries in Q3 2025 and has held it in 4 quarters since.
  • 360 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.