Goldman Sachs’s Carvana CVNA Stock Holding History

Goldman Sachs’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	$28.5M	Sell	453,000 -1,847,000	-80%	-$137M	﹤0.01%	2107
2025 Q4	$194M	Sell	2,300,000 -3,829,000	-62%	-$285M	0.02%	652
2025 Q3	$462M	Buy	+6,129,000	New	+$438M	0.06%	326
2025 Q1	–	Sell	-65,000	Closed	-$2.64M	–	6123
2024 Q4	$2.64M	Buy	+65,000	New	+$2.92M	﹤0.01%	4051
2024 Q1	–	Sell	-3,016,000	Closed	-$31.9M	–	5600
2023 Q4	$31.9M	Buy	3,016,000 +2,750,000	+1,034%	+$20.6M	0.01%	1506
2023 Q3	$2.23M	Sell	266,000 -2,565,000	-91%	-$22.1M	﹤0.01%	3683
2023 Q2	$14.7M	Buy	2,831,000 +970,000	+52%	+$2.69M	﹤0.01%	2111
2023 Q1	$3.64M	Buy	1,861,000 +994,500	+115%	+$1.73M	﹤0.01%	3355
2022 Q4	$821K	Sell	866,500 -633,500	-42%	-$1.34M	﹤0.01%	4554
2022 Q3	$6.09M	Buy	1,500,000 +1,233,500	+463%	+$8.04M	﹤0.01%	2964
2022 Q2	$1.2M	Sell	266,500 -126,000	-32%	-$1.33M	﹤0.01%	4469
2022 Q1	$9.36M	Buy	+392,500	New	+$11.4M	﹤0.01%	2759
2021 Q2	–	Sell	-57,500	Closed	-$3.02M	–	6244
2021 Q1	$3.02M	Sell	57,500 -44,500	-44%	-$2.45M	﹤0.01%	3583
2020 Q4	$4.89M	Buy	+102,000	New	+$4.66M	﹤0.01%	3015
2020 Q3	–	Sell	-377,000	Closed	-$9.06M	–	5341
2020 Q2	$9.06M	Buy	377,000 +218,000	+137%	+$4.08M	﹤0.01%	2352
2020 Q1	$1.75M	Buy	159,000 +4,500	+3%	+$69.6K	﹤0.01%	3393
2019 Q4	$2.84M	Hold	154,500	–	–	﹤0.01%	3401
2019 Q3	$2.04M	Hold	154,500	–	–	﹤0.01%	3515
2019 Q2	$1.93M	Sell	154,500 -400,000	-72%	-$5.14M	﹤0.01%	3582
2019 Q1	$6.44M	Buy	554,500 +414,000	+295%	+$3.48M	﹤0.01%	2772
2018 Q4	$919K	Sell	140,500 -249,500	-64%	-$2.1M	﹤0.01%	4011
2018 Q3	$4.61M	Buy	390,000 +240,000	+160%	+$2.57M	﹤0.01%	3049
2018 Q2	$1.25M	Buy	+150,000	New	+$903K	﹤0.01%	3933
2017 Q4	–	Sell	-200,000	Closed	-$587K	–	6386
2017 Q3	$587K	Buy	200,000 +100,000	+100%	+$365K	﹤0.01%	4987
2017 Q2	$409K	Buy	+100,000	New	+$274K	﹤0.01%	5257

Other funds holding CVNA

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs's CVNA Position: Q1 2026 in Review

Goldman Sachs increased its Carvana (CVNA) stake by 2.2% in Q1 2026, buying an estimated $5.13M and bringing the position to 3,168,820 shares worth $199M. The position accounts for 0.02% of the portfolio, ranked #683.

Goldman Sachs first reported a position in CVNA in Q2 2017 and has held it in 36 quarters since. The position peaked at $406M in Q1 2022. 776 funds tracked by Wall St. Rank hold CVNA as of Q1 2026.

Goldman Sachs held 3,168,820 shares of Carvana worth $199M as of Q1 2026.
Goldman Sachs bought 69,160 Carvana shares in Q1 2026, an estimated $5.13M.
Carvana made up 0.02% of Goldman Sachs's portfolio in Q1 2026, its #683 holding.
Goldman Sachs first reported a position in Carvana in Q2 2017 and has held it in 36 quarters since.
Goldman Sachs's Carvana position peaked at $406M in Q1 2022.
776 funds tracked by Wall St. Rank held Carvana as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.