Institute for Wealth Management’s Carvana CVNA Stock Holding History

Institute for 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 Q2	$11.5K	Buy	+175	New	+$12.4K	﹤0.01%	1289

Other funds holding CVNA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

KGAMU

KPS Global Asset Management (UK) London, United Kingdom $620M AUM 14.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Institute for Wealth Management's CVNA Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Carvana (CVNA) in Q2 2026: 175 shares worth $11.5K. The stake represents ﹤0.01% of the portfolio and ranks #1289 among its holdings.

416 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

Institute for Wealth Management held 175 shares of Carvana worth $11.5K as of Q2 2026.
Carvana was a new Institute for Wealth Management position in Q2 2026.
Carvana made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1289 holding.
416 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.