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Wellington-Altus USA’s Cavco Industries CVCO Stock Holding History

Wellington-Altus USA’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 		$44.1K Hold
91
– – 0.03% 329
2026
Q1 		$55.9K Sell
91
-35
-28% -$19.9K 0.03% 323
2025
Q4 		$74.4K Buy
+126
New +$71.4K 0.06% 240

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

Wellington-Altus USA's CVCO Position: Q2 2026 in Review

Wellington-Altus USA held its Cavco Industries (CVCO) position steady in Q2 2026 at 91 shares worth $44.1K. The position accounts for 0.03% of the portfolio, ranked #329.

Wellington-Altus USA first reported a position in CVCO in Q4 2025 and has held it in 3 quarters since. The position peaked at $74.4K in Q4 2025. 360 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Wellington-Altus USA held 91 shares of Cavco Industries worth $44.1K as of Q2 2026.
  • Wellington-Altus USA left its Cavco Industries share count unchanged in Q2 2026.
  • Cavco Industries made up 0.03% of Wellington-Altus USA's portfolio in Q2 2026, its #329 holding.
  • Wellington-Altus USA first reported a position in Cavco Industries in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Cavco Industries position peaked at $74.4K in Q4 2025.
  • 360 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.