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USA Financial Formulas’s Cavco Industries CVCO Stock Holding History

USA Financial Formulas’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 		– Sell
-1
Closed -$484 – 442
2026
Q1 		$484 Hold
1
– – ﹤0.01% 389
2025
Q4 		$591 Buy
+1
New +$567 ﹤0.01% 353
2022
Q2 		– Sell
-257
Closed -$62K – 356
2022
Q1 		$62K Sell
257
-5
-2% -$1.38K 0.07% 136
2021
Q4 		$83K Buy
+262
New +$73K 0.07% 139

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

USA Financial Formulas's CVCO Position: Q2 2026 in Review

USA Financial Formulas sold out of Cavco Industries (CVCO) in Q2 2026, closing a stake of 1 share — an estimated $484 sold.

USA Financial Formulas first reported a position in CVCO in Q4 2021 and held it in 4 quarters. The position peaked at $83K in Q4 2021. 356 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • USA Financial Formulas reported no remaining Cavco Industries position as of Q2 2026 after selling out during the quarter.
  • USA Financial Formulas sold 1 Cavco Industries share in Q2 2026, an estimated $484.
  • USA Financial Formulas first reported a position in Cavco Industries in Q4 2021 and held it in 4 quarters.
  • USA Financial Formulas's Cavco Industries position peaked at $83K in Q4 2021.
  • 356 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.