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Wealth Preservation Advisors’s Cavco Industries CVCO Stock Holding History

Wealth Preservation 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 		– Sell
-1
Closed -$484 – 288
2026
Q1 		$484 Buy
+1
New +$568 ﹤0.01% 786

Other funds holding CVCO

BlackRock
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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

Wealth Preservation Advisors's CVCO Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Cavco Industries (CVCO) in Q2 2026, closing a stake of 1 share — an estimated $484 sold.

Wealth Preservation Advisors first reported a position in CVCO in Q1 2026 and held it in 1 quarter. The position peaked at $484 in Q1 2026. 356 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Cavco Industries position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 1 Cavco Industries share in Q2 2026, an estimated $484.
  • Wealth Preservation Advisors first reported a position in Cavco Industries in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Cavco Industries position peaked at $484 in Q1 2026.
  • 356 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.