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Westbourne Investment Advisors’s Cavco Industries CVCO Stock Holding History

Westbourne Investment 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 		$8.05M Buy
13,097
+643
+5% +$341K 2.22% 15
2026
Q1 		$6.03M Buy
12,454
+66
+0.5% +$37.5K 1.76% 21
2025
Q4 		$7.32M Sell
12,388
-1,712
-12% -$970K 2.02% 16
2025
Q3 		$8.19M Buy
14,100
+913
+7% +$446K 2.28% 13
2025
Q2 		$5.73M Buy
13,187
+243
+2% +$114K 1.74% 21
2025
Q1 		$6.73M Buy
12,944
+211
+2% +$106K 2.39% 15
2024
Q4 		$5.68M Buy
12,733
+12,008
+1,656% +$5.51M 1.94% 20
2024
Q3 		$310K Buy
+725
New +$286K 0.11% 76

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

Westbourne Investment Advisors's CVCO Position: Q2 2026 in Review

Westbourne Investment Advisors increased its Cavco Industries (CVCO) stake by 5.2% in Q2 2026, buying an estimated $341K and bringing the position to 13,097 shares worth $8.05M. The position accounts for 2.22% of the portfolio, ranked #15.

Westbourne Investment Advisors first reported a position in CVCO in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.19M in Q3 2025. 360 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Westbourne Investment Advisors held 13,097 shares of Cavco Industries worth $8.05M as of Q2 2026.
  • Westbourne Investment Advisors bought 643 Cavco Industries shares in Q2 2026, an estimated $341K.
  • Cavco Industries made up 2.22% of Westbourne Investment Advisors's portfolio in Q2 2026, its #15 holding.
  • Westbourne Investment Advisors first reported a position in Cavco Industries in Q3 2024 and has held it in 8 quarters since.
  • Westbourne Investment Advisors's Cavco Industries position peaked at $8.19M in Q3 2025.
  • 360 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.