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Heartwood Wealth Advisors’s Carvana CVNA Stock Holding History

Heartwood Wealth Advisors’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
2025
Q4 		– Sell
-30
Closed -$2.26K – 295
2025
Q3 		$2.26K Buy
+30
New +$2.15K ﹤0.01% 487

Other funds holding CVNA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Heartwood Wealth Advisors's CVNA Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Carvana (CVNA) in Q4 2025, closing a stake of 30 shares — an estimated $2.26K sold.

Heartwood Wealth Advisors first reported a position in CVNA in Q3 2025 and held it in 1 quarter. The position peaked at $2.26K in Q3 2025. 850 funds tracked by Wall St. Rank hold CVNA as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Carvana position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 30 Carvana shares in Q4 2025, an estimated $2.26K.
  • Heartwood Wealth Advisors first reported a position in Carvana in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Carvana position peaked at $2.26K in Q3 2025.
  • 850 funds tracked by Wall St. Rank held Carvana as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.