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Bartlett & Co Wealth Management’s Carvana CVNA Stock Holding History

Bartlett & Co 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
Q1 		$6.4K Sell
85
-65
-43% -$4.82K ﹤0.01% 979
2025
Q4 		$12.7K Sell
150
-75
-33% -$5.58K ﹤0.01% 897
2025
Q3 		$17K Hold
225
– – ﹤0.01% 848
2025
Q2 		$15.2K Hold
225
– – ﹤0.01% 861
2025
Q1 		$9.41K Hold
225
– – ﹤0.01% 919
2024
Q4 		$9.15K Sell
225
-150
-40% -$6.74K ﹤0.01% 918
2024
Q3 		$13.1K Buy
+375
New +$10.8K ﹤0.01% 887
2021
Q3 		– Sell
-25
Closed -$1.51K – 965
2021
Q2 		$1.51K Hold
25
– – ﹤0.01% 896
2021
Q1 		$1.31K Hold
25
– – ﹤0.01% 938
2020
Q4 		$1.2K Buy
+25
New +$1.14K ﹤0.01% 1014

Other funds holding CVNA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return