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Wealthspire Advisors (New York)’s Cavco Industries CVCO Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-8
Closed -$4.65K – 1454
2025
Q3 		$4.65K Buy
+8
New +$3.91K ﹤0.01% 2356

Other funds holding CVCO

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Wealthspire Advisors (New York)'s CVCO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Cavco Industries (CVCO) in Q4 2025, closing a stake of 8 shares — an estimated $4.65K sold.

Wealthspire Advisors (New York) first reported a position in CVCO in Q3 2025 and held it in 1 quarter. The position peaked at $4.65K in Q3 2025. 353 funds tracked by Wall St. Rank hold CVCO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Cavco Industries position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 8 Cavco Industries shares in Q4 2025, an estimated $4.65K.
  • Wealthspire Advisors (New York) first reported a position in Cavco Industries in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Cavco Industries position peaked at $4.65K in Q3 2025.
  • 353 funds tracked by Wall St. Rank held Cavco Industries as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.