Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Carvana CVNA Stock Holding History

Carson Wealth (CWM LLC)’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 		$724K Buy
11,520
+975
+9% +$72.3K ﹤0.01% 1762
2025
Q4 		$890K Sell
10,545
-390
-4% -$29K ﹤0.01% 1563
2025
Q3 		$825K Sell
10,935
-80
-0.7% -$5.72K ﹤0.01% 1519
2025
Q2 		$742K Buy
11,015
+955
+9% +$52.4K ﹤0.01% 1407
2025
Q1 		$421K Sell
10,060
-1,505
-13% -$66.6K ﹤0.01% 1525
2024
Q4 		$470K Sell
11,565
-2,020
-15% -$90.8K ﹤0.01% 1404
2024
Q3 		$473K Buy
13,585
+9,170
+208% +$263K ﹤0.01% 1336
2024
Q2 		$114K Buy
4,415
+720
+19% +$14.5K ﹤0.01% 1887
2024
Q1 		$65K Buy
3,695
+1,390
+60% +$17K ﹤0.01% 2132
2023
Q4 		$24K Sell
2,305
-380
-14% -$2.85K ﹤0.01% 2651
2023
Q3 		$23K Sell
2,685
-10
-0.4% -$86 ﹤0.01% 2591
2023
Q2 		$14K Sell
2,695
-5
-0.2% -$14 ﹤0.01% 2857
2023
Q1 		$5K Sell
2,700
-760
-22% -$1.32K ﹤0.01% 3271
2022
Q4 		$3K Sell
3,460
-4,195
-55% -$8.86K ﹤0.01% 3390
2022
Q3 		$31K Buy
7,655
+4,600
+151% +$30K ﹤0.01% 1930
2022
Q2 		$14K Buy
3,055
+2,030
+198% +$21.4K ﹤0.01% 2352
2022
Q1 		$24K Buy
1,025
+605
+144% +$17.6K ﹤0.01% 1965
2021
Q4 		$19K Buy
+420
New +$23.1K ﹤0.01% 2013
2021
Q2 		$13K Hold
220
– – ﹤0.01% 1982
2021
Q1 		$13K Hold
220
– – ﹤0.01% 1982
2020
Q4 		$13K Hold
220
– – ﹤0.01% 1982
2020
Q3 		$13K Hold
220
– – ﹤0.01% 1982
2020
Q2 		$13K Hold
220
– – ﹤0.01% 1981
2020
Q1 		$13K Hold
220
– – ﹤0.01% 1981
2019
Q4 		$13K Hold
220
– – ﹤0.01% 1981
2019
Q3 		$13K Hold
220
– – ﹤0.01% 1981
2019
Q2 		$13K Hold
220
– – ﹤0.01% 1981
2019
Q1 		$13K Sell
220
-1,280
-85% -$10.8K ﹤0.01% 1981
2018
Q4 		$10K Buy
+1,500
New +$12.6K ﹤0.01% 1324

Other funds holding CVNA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CVNA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Carvana (CVNA) stake by 9.2% in Q1 2026, buying an estimated $72.3K and bringing the position to 11,520 shares worth $724K. The position accounts for ﹤0.01% of the portfolio, ranked #1762.

Carson Wealth (CWM LLC) first reported a position in CVNA in Q4 2018 and has held it in 29 quarters since. The position peaked at $890K in Q4 2025. 780 funds tracked by Wall St. Rank hold CVNA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,520 shares of Carvana worth $724K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 975 Carvana shares in Q1 2026, an estimated $72.3K.
  • Carvana made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1762 holding.
  • Carson Wealth (CWM LLC) first reported a position in Carvana in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Carvana position peaked at $890K in Q4 2025.
  • 780 funds tracked by Wall St. Rank held Carvana as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.