DWM
CVNA icon

Dynasty Wealth Management’s Carvana CVNA Stock Holding History

Dynasty 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 		$269K Buy
21,425
+18,195
+563% +$1.35M ﹤0.01% 302
2025
Q4 		$273K Sell
3,230
-975
-23% -$72.5K ﹤0.01% 301
2025
Q3 		$317K Buy
+4,205
New +$301K ﹤0.01% 256

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 $5.72T 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

Dynasty Wealth Management's CVNA Position: Q1 2026 in Review

Dynasty Wealth Management increased its Carvana (CVNA) stake by 563% in Q1 2026, buying an estimated $1.35M and bringing the position to 21,425 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Dynasty Wealth Management first reported a position in CVNA in Q3 2025 and has held it in 3 quarters since. The position peaked at $317K in Q3 2025. 775 funds tracked by Wall St. Rank hold CVNA as of Q1 2026.

  • Dynasty Wealth Management held 21,425 shares of Carvana worth $269K as of Q1 2026.
  • Dynasty Wealth Management bought 18,195 Carvana shares in Q1 2026, an estimated $1.35M.
  • Carvana made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #302 holding.
  • Dynasty Wealth Management first reported a position in Carvana in Q3 2025 and has held it in 3 quarters since.
  • Dynasty Wealth Management's Carvana position peaked at $317K in Q3 2025.
  • 775 funds tracked by Wall St. Rank held Carvana as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.