Zhang Financial’s Cavco Industries CVCO Stock Holding History

Zhang Financial’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 Q1	–	Sell	-738	Closed	-$436K	–	370
2025 Q4	$436K	Hold	738	–	–	0.02%	231
2025 Q3	$429K	Hold	738	–	–	0.02%	230
2025 Q2	$321K	Buy	+738	New	+$346K	0.01%	235

Other funds holding CVCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Zhang Financial's CVCO Position: Q1 2026 in Review

Zhang Financial sold out of Cavco Industries (CVCO) in Q1 2026, closing a stake of 738 shares — an estimated $436K sold.

Zhang Financial first reported a position in CVCO in Q2 2025 and held it in 3 quarters. The position peaked at $436K in Q4 2025. 346 funds tracked by Wall St. Rank hold CVCO as of Q1 2026.

Zhang Financial reported no remaining Cavco Industries position as of Q1 2026 after selling out during the quarter.
Zhang Financial sold 738 Cavco Industries shares in Q1 2026, an estimated $436K.
Zhang Financial first reported a position in Cavco Industries in Q2 2025 and held it in 3 quarters.
Zhang Financial's Cavco Industries position peaked at $436K in Q4 2025.
346 funds tracked by Wall St. Rank held Cavco Industries as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.