Back to CVCO
Creative Planning CVCO Position History
Cavco Industries, Inc.
Quarters held
8
Latest value
$5.4M
Q3 2026
Peak value
$5.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $36K |
| Q3 2025 | $1.7M |
| Q4 2025 | $2.4M |
| Q1 2026 | $2.5M |
| Q2 2026 | $52K |
| Q2 2026 | $4.2M |
| Q3 2026 | $57K |
| Q3 2026 | $5.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.4M | 9.6K | — | — |
| Q3 2026 | $57K | 101 | — | — |
| Q2 2026 | $4.2M | 6.8K | — | — |
| Q2 2026 | $52K | 84 | — | — |
| Q1 2026 | $2.5M | 5.1K | — | — |
| Q4 2025 | $2.4M | 4.1K | — | — |
| Q3 2025 | $1.7M | 2.9K | — | — |
| Q3 2025 | $36K | 62 | — | — |
Other funds holding CVCO
$326.5M
$257.6M
$257.6M
$194.6M
$79.2M