STA
CVCO icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Trail Advisors's CVCO Position: Q1 2026 in Review

Summit Trail Advisors increased its Cavco Industries (CVCO) stake by 35% in Q1 2026, buying an estimated $131K and bringing the position to 897 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #1207.

Summit Trail Advisors first reported a position in CVCO in Q3 2025 and has held it in 3 quarters since. 343 funds tracked by Wall St. Rank hold CVCO as of Q1 2026.

  • Summit Trail Advisors held 897 shares of Cavco Industries worth $434K as of Q1 2026.
  • Summit Trail Advisors bought 231 Cavco Industries shares in Q1 2026, an estimated $131K.
  • Cavco Industries made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1207 holding.
  • Summit Trail Advisors first reported a position in Cavco Industries in Q3 2025 and has held it in 3 quarters since.
  • 343 funds tracked by Wall St. Rank held Cavco Industries as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.