UWS
CVCO icon

Unique Wealth Strategies’s Cavco Industries CVCO Stock Holding History

Unique Wealth Strategies’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 		– Sell
-1,003
Closed -$593K – 226
2025
Q4 		$593K Buy
+1,003
New +$568K 0.23% 132
2025
Q3 		– Sell
-1,371
Closed -$596K – 220
2025
Q2 		$596K Buy
+1,371
New +$642K 0.25% 112

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 $3.38T AUM 44.17% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Unique Wealth Strategies's CVCO Position: Q1 2026 in Review

Unique Wealth Strategies sold out of Cavco Industries (CVCO) in Q1 2026, closing a stake of 1,003 shares — an estimated $593K sold.

Unique Wealth Strategies first reported a position in CVCO in Q2 2025 and held it in 2 quarters. The position peaked at $596K in Q2 2025. 346 funds tracked by Wall St. Rank hold CVCO as of Q1 2026.

  • Unique Wealth Strategies reported no remaining Cavco Industries position as of Q1 2026 after selling out during the quarter.
  • Unique Wealth Strategies sold 1,003 Cavco Industries shares in Q1 2026, an estimated $593K.
  • Unique Wealth Strategies first reported a position in Cavco Industries in Q2 2025 and held it in 2 quarters.
  • Unique Wealth Strategies's Cavco Industries position peaked at $596K in Q2 2025.
  • 346 funds tracked by Wall St. Rank held Cavco Industries as of Q1 2026.

Based on Unique Wealth Strategies's 13F filing for Q1 2026, filed 15 Jul 2026.