Wellington Management Group
CVCO icon

Wellington Management Group’s Cavco Industries CVCO Stock Holding History

Wellington Management Group’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
Q2 		– Sell
-105,091
Closed -$54.6M – 1965
2025
Q1 		$54.6M Sell
105,091
-27,340
-21% -$13.7M 0.01% 665
2024
Q4 		$59.1M Sell
132,431
-119,592
-47% -$54.9M 0.01% 663
2024
Q3 		$108M Sell
252,023
-35,086
-12% -$13.8M 0.02% 514
2024
Q2 		$99.4M Sell
287,109
-152,728
-35% -$55.6M 0.02% 538
2024
Q1 		$176M Buy
439,837
+44,327
+11% +$15.7M 0.03% 412
2023
Q4 		$137M Sell
395,510
-1,759
-0.4% -$501K 0.03% 488
2023
Q3 		$106M Sell
397,269
-9,711
-2% -$2.72M 0.02% 512
2023
Q2 		$120M Buy
406,980
+119,717
+42% +$34.4M 0.02% 502
2023
Q1 		$91.3M Sell
287,263
-46,368
-14% -$12.8M 0.02% 560
2022
Q4 		$75.5M Buy
333,631
+81,283
+32% +$18.1M 0.02% 592
2022
Q3 		$51.9M Sell
252,348
-58,413
-19% -$13.8M 0.01% 660
2022
Q2 		$60.9M Sell
310,761
-25,679
-8% -$5.72M 0.01% 630
2022
Q1 		$81M Sell
336,440
-166,075
-33% -$45.8M 0.01% 628
2021
Q4 		$160M Sell
502,515
-228,526
-31% -$63.6M 0.03% 506
2021
Q3 		$173M Buy
731,041
+19,899
+3% +$4.79M 0.03% 472
2021
Q2 		$158M Buy
711,142
+1,143
+0.2% +$249K 0.03% 507
2021
Q1 		$160M Buy
709,999
+19,168
+3% +$3.99M 0.03% 476
2020
Q4 		$121M Buy
690,831
+71,525
+12% +$13.3M 0.02% 538
2020
Q3 		$112M Buy
619,306
+22,037
+4% +$4.21M 0.02% 497
2020
Q2 		$115M Sell
597,269
-68,260
-10% -$11.2M 0.03% 487
2020
Q1 		$96.5M Buy
665,529
+260,320
+64% +$51.2M 0.03% 466
2019
Q4 		$79.2M Buy
405,209
+53,276
+15% +$10.4M 0.02% 630
2019
Q3 		$67.6M Buy
351,933
+14,902
+4% +$2.64M 0.02% 637
2019
Q2 		$53.1M Buy
337,031
+209,989
+165% +$28.6M 0.01% 739
2019
Q1 		$14.9M Buy
+127,042
New +$17.4M ﹤0.01% 1082

Other funds holding CVCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Wellington Management Group's CVCO Position: Q2 2025 in Review

Wellington Management Group sold out of Cavco Industries (CVCO) in Q2 2025, closing a stake of 105,091 shares — an estimated $54.6M sold.

Wellington Management Group first reported a position in CVCO in Q1 2019 and held it in 25 quarters. The position peaked at $176M in Q1 2024. 314 funds tracked by Wall St. Rank hold CVCO as of Q2 2025.

  • Wellington Management Group reported no remaining Cavco Industries position as of Q2 2025 after selling out during the quarter.
  • Wellington Management Group sold 105,091 Cavco Industries shares in Q2 2025, an estimated $54.6M.
  • Wellington Management Group first reported a position in Cavco Industries in Q1 2019 and held it in 25 quarters.
  • Wellington Management Group's Cavco Industries position peaked at $176M in Q1 2024.
  • 314 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2025.

Based on Wellington Management Group's 13F filing for Q2 2025, filed 14 Aug 2025.