Asset Management One’s Carvana CVNA Stock Holding History

Asset Management One’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	$18.4M	Buy	279,173 +1,783	+0.6%	+$126K	0.05%	320
2026 Q1	$17.4M	Buy	277,390 +625	+0.2%	+$46.4K	0.05%	305
2025 Q4	$24M	Buy	276,765 +50,845	+23%	+$3.78M	0.07%	243
2025 Q3	$17M	Sell	225,920 -1,955	-0.9%	-$140K	0.05%	327
2025 Q2	$15.4M	Buy	227,875 +18,575	+9%	+$1.02M	0.05%	334
2025 Q1	$8.75M	Buy	209,300 +12,105	+6%	+$536K	0.03%	458
2024 Q4	$8.48M	Buy	+197,195	New	+$8.86M	0.03%	469
2022 Q3	–	Sell	-153,525	Closed	-$693K	–	1013
2022 Q2	$693K	Buy	153,525 +860	+0.6%	+$9.05K	﹤0.01%	874
2022 Q1	$3.64M	Sell	152,665 -4,115	-3%	-$120K	0.01%	699
2021 Q4	$7.07M	Buy	156,780 +340	+0.2%	+$18.7K	0.02%	579
2021 Q3	$9.43M	Buy	156,440 +11,635	+8%	+$774K	0.04%	490
2021 Q2	$8.74M	Buy	144,805 +2,480	+2%	+$135K	0.03%	528
2021 Q1	$7.47M	Sell	142,325 -4,695	-3%	-$259K	0.03%	550
2020 Q4	$7.36M	Buy	+147,020	New	+$6.72M	0.03%	537

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

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

Asset Management One increased its Carvana (CVNA) stake by 0.64% in Q2 2026, buying an estimated $126K and bringing the position to 279,173 shares worth $18.4M. The position accounts for 0.05% of the portfolio, ranked #320.

Asset Management One first reported a position in CVNA in Q4 2020 and has held it in 14 quarters since. The position peaked at $24M in Q4 2025. 815 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

Asset Management One held 279,173 shares of Carvana worth $18.4M as of Q2 2026.
Asset Management One bought 1,783 Carvana shares in Q2 2026, an estimated $126K.
Carvana made up 0.05% of Asset Management One's portfolio in Q2 2026, its #320 holding.
Asset Management One first reported a position in Carvana in Q4 2020 and has held it in 14 quarters since.
Asset Management One's Carvana position peaked at $24M in Q4 2025.
815 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on Asset Management One's 13F filing for Q2 2026, filed 28 Jul 2026.