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True Wealth Design’s Cavco Industries CVCO Stock Holding History

True Wealth Design’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 		$615 Sell
1
-1
-50% -$531 ﹤0.01% 2129
2026
Q1 		$969 Buy
2
+1
+100% +$568 ﹤0.01% 1809
2025
Q4 		$591 Hold
1
– – ﹤0.01% 1901
2025
Q3 		$581 Sell
1
-9
-90% -$4.4K ﹤0.01% 1958
2025
Q2 		$4.34K Buy
10
+1
+11% +$469 ﹤0.01% 866
2025
Q1 		$4.68K Hold
9
– – ﹤0.01% 708
2024
Q4 		$4.02K Buy
+9
New +$4.13K ﹤0.01% 574

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

True Wealth Design's CVCO Position: Q2 2026 in Review

True Wealth Design reduced its Cavco Industries (CVCO) stake by 50% in Q2 2026, selling an estimated $531 and leaving 1 share worth $615. The position accounts for ﹤0.01% of the portfolio, ranked #2129.

True Wealth Design first reported a position in CVCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.68K in Q1 2025. 358 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • True Wealth Design held 1 share of Cavco Industries worth $615 as of Q2 2026.
  • True Wealth Design sold 1 Cavco Industries share in Q2 2026, an estimated $531.
  • Cavco Industries made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2129 holding.
  • True Wealth Design first reported a position in Cavco Industries in Q4 2024 and has held it in 7 quarters since.
  • True Wealth Design's Cavco Industries position peaked at $4.68K in Q1 2025.
  • 358 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.