AE Wealth Management’s Carvana CVNA Stock Holding History

AE Wealth 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	$341K	Buy	5,180 +1,915	+59%	+$135K	﹤0.01%	1417
2026 Q1	$205K	Buy	+3,265	New	+$242K	﹤0.01%	1589
2022 Q2	–	Sell	-133,900	Closed	-$3.19M	–	1737
2022 Q1	$3.19M	Buy	133,900 +71,175	+113%	+$2.08M	0.02%	567
2021 Q4	$2.91M	Buy	62,725 +9,580	+18%	+$527K	0.02%	578
2021 Q3	$3.21M	Buy	53,145 +2,555	+5%	+$170K	0.03%	498
2021 Q2	$3.05M	Buy	50,590 +4,355	+9%	+$237K	0.03%	503
2021 Q1	$2.43M	Buy	+46,235	New	+$2.55M	0.02%	521

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 $3.38T AUM 44.17% 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

AE Wealth Management's CVNA Position: Q2 2026 in Review

AE Wealth Management increased its Carvana (CVNA) stake by 59% in Q2 2026, buying an estimated $135K and bringing the position to 5,180 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

AE Wealth Management first reported a position in CVNA in Q1 2021 and has held it in 7 quarters since. The position peaked at $3.21M in Q3 2021. 819 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

AE Wealth Management held 5,180 shares of Carvana worth $341K as of Q2 2026.
AE Wealth Management bought 1,915 Carvana shares in Q2 2026, an estimated $135K.
Carvana made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1417 holding.
AE Wealth Management first reported a position in Carvana in Q1 2021 and has held it in 7 quarters since.
AE Wealth Management's Carvana position peaked at $3.21M in Q3 2021.
819 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.