1832 Asset Management’s Carvana CVNA Stock Holding History

1832 Asset Management’s Portfolio CVNA Stock Details CVNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$41.4M	Sell	629,150 -171,100	-21%	-$12.1M	0.02%	265
2026 Q1	$50.3M	Sell	800,250 -770,000	-49%	-$57.1M	0.05%	226
2025 Q4	$133M	Sell	1,570,250 -1,027,000	-40%	-$76.4M	0.1%	138
2025 Q3	$196M	Buy	2,597,250 +1,312,225	+102%	+$93.9M	0.15%	80
2025 Q2	$86.6M	Buy	+1,285,025	New	+$70.5M	0.07%	141
2024 Q3	–	Sell	-2,500	Closed	-$64.4K	–	730
2024 Q2	$64.4K	Hold	2,500	–	–	﹤0.01%	689
2024 Q1	$44K	Hold	2,500	–	–	﹤0.01%	699
2023 Q4	$26.5K	Hold	2,500	–	–	﹤0.01%	710
2023 Q3	$21K	Hold	2,500	–	–	﹤0.01%	723
2023 Q2	$13K	Hold	2,500	–	–	﹤0.01%	746
2023 Q1	$4.89K	Hold	2,500	–	–	﹤0.01%	838
2022 Q4	$2.37K	Sell	2,500 -460	-16%	-$971	﹤0.01%	859
2022 Q3	$12K	Buy	2,960 +460	+18%	+$3K	﹤0.01%	789
2022 Q2	$11K	Hold	2,500	–	–	﹤0.01%	800
2022 Q1	$59K	Buy	+2,500	New	+$72.9K	﹤0.01%	786
2021 Q4	–	Sell	-2,835	Closed	-$174K	–	751
2021 Q3	$174K	Sell	2,835 -136,165	-98%	-$9.06M	﹤0.01%	717
2021 Q2	$8.37M	Buy	+139,000	New	+$7.56M	0.02%	336

Other funds holding CVNA

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CIP

CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return

GCP

Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return

1832 Asset Management's CVNA Position: Q2 2026 in Review

1832 Asset Management reduced its Carvana (CVNA) stake by 21% in Q2 2026, selling an estimated $12.1M and leaving 629,150 shares worth $41.4M. The position accounts for 0.02% of the portfolio, ranked #265.

1832 Asset Management first reported a position in CVNA in Q2 2021 and has held it in 17 quarters since. The position peaked at $196M in Q3 2025. 815 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

1832 Asset Management held 629,150 shares of Carvana worth $41.4M as of Q2 2026.
1832 Asset Management sold 171,100 Carvana shares in Q2 2026, an estimated $12.1M.
Carvana made up 0.02% of 1832 Asset Management's portfolio in Q2 2026, its #265 holding.
1832 Asset Management first reported a position in Carvana in Q2 2021 and has held it in 17 quarters since.
1832 Asset Management's Carvana position peaked at $196M in Q3 2025.
815 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on 1832 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.