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Forum Financial Management’s Carvana CVNA Stock Holding History

Forum Financial 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 		– Sell
-7,620
Closed -$643K – 498
2025
Q4 		$643K Buy
7,620
+20
+0.3% +$1.49K 0.01% 375
2025
Q3 		$573K Hold
7,600
– – 0.01% 407
2025
Q2 		$512K Hold
7,600
– – 0.01% 398
2025
Q1 		$318K Sell
7,600
-2,870
-27% -$127K 0.01% 566
2024
Q4 		$426K Buy
10,470
+115
+1% +$5.17K 0.01% 442
2024
Q3 		$361K Buy
10,355
+380
+4% +$10.9K 0.01% 439
2024
Q2 		$257K Buy
+9,975
New +$201K ﹤0.01% 544

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 $2.3T AUM 54.33% 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

Forum Financial Management's CVNA Position: Q1 2026 in Review

Forum Financial Management sold out of Carvana (CVNA) in Q1 2026, closing a stake of 7,620 shares — an estimated $643K sold.

Forum Financial Management first reported a position in CVNA in Q2 2024 and held it in 7 quarters. The position peaked at $643K in Q4 2025. 780 funds tracked by Wall St. Rank hold CVNA as of Q1 2026.

  • Forum Financial Management reported no remaining Carvana position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 7,620 Carvana shares in Q1 2026, an estimated $643K.
  • Forum Financial Management first reported a position in Carvana in Q2 2024 and held it in 7 quarters.
  • Forum Financial Management's Carvana position peaked at $643K in Q4 2025.
  • 780 funds tracked by Wall St. Rank held Carvana as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.