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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
2022
Q3 		– Hold
0
– -$452K – 558
2022
Q2 		– Hold
0
– – – 250

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

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. 776 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.
  • 776 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.