Annex Advisory Services
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Annex Advisory Services’s Carvana CVNA Stock Holding History

Annex Advisory Services’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
Q3 		$581K Sell
9,296
-1,347
-13% -$92.2K 0.01% 257
2026
Q2 		$701K Buy
10,643
+123
+1% +$8.7K 0.01% 221
2026
Q1 		$661K Buy
10,520
+480
+5% +$35.6K 0.01% 218
2025
Q4 		$847K Buy
10,040
+40
+0.4% +$2.97K 0.02% 194
2025
Q3 		$754K Hold
10,000
– – 0.02% 181
2025
Q2 		$674K Hold
10,000
– – 0.02% 187
2025
Q1 		$418K Hold
10,000
– – 0.01% 231
2024
Q4 		$407K Hold
10,000
– – 0.01% 227
2024
Q3 		$348K Hold
10,000
– – 0.01% 219
2024
Q2 		$257K Buy
+10,000
New +$201K 0.01% 242

Other funds holding CVNA

KPS Global Asset Management (UK)
KPS Global Asset Management (UK) London, United Kingdom $625M AUM 17% 1-Year Est. Return
Axxion S.A.
Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Annex Advisory Services's CVNA Position: Q3 2026 in Review

Annex Advisory Services reduced its Carvana (CVNA) stake by 13% in Q3 2026, selling an estimated $92.2K and leaving 9,296 shares worth $581K. The position accounts for 0.01% of the portfolio, ranked #257.

Annex Advisory Services first reported a position in CVNA in Q2 2024 and has held it in 10 quarters since. The position peaked at $847K in Q4 2025. 167 funds tracked by Wall St. Rank hold CVNA as of Q3 2026.

  • Annex Advisory Services held 9,296 shares of Carvana worth $581K as of Q3 2026.
  • Annex Advisory Services sold 1,347 Carvana shares in Q3 2026, an estimated $92.2K.
  • Carvana made up 0.01% of Annex Advisory Services's portfolio in Q3 2026, its #257 holding.
  • Annex Advisory Services first reported a position in Carvana in Q2 2024 and has held it in 10 quarters since.
  • Annex Advisory Services's Carvana position peaked at $847K in Q4 2025.
  • 167 funds tracked by Wall St. Rank held Carvana as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.