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Integrated Wealth Concepts’s Carvana CVNA Stock Holding History

Integrated Wealth Concepts’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 		$221K Buy
3,359
+139
+4% +$9.83K ﹤0.01% 2174
2026
Q1 		$202K Buy
+3,220
New +$239K ﹤0.01% 2106
2025
Q4 		– Sell
-4,130
Closed -$311K – 1711
2025
Q3 		$311K Sell
4,130
-2,490
-38% -$178K ﹤0.01% 1603
2025
Q2 		$446K Buy
+6,620
New +$363K ﹤0.01% 1338

Other funds holding CVNA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Integrated Wealth Concepts's CVNA Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Carvana (CVNA) stake by 4.3% in Q2 2026, buying an estimated $9.83K and bringing the position to 3,359 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #2174.

Integrated Wealth Concepts first reported a position in CVNA in Q2 2025 and has held it in 4 quarters since. The position peaked at $446K in Q2 2025. 818 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

  • Integrated Wealth Concepts held 3,359 shares of Carvana worth $221K as of Q2 2026.
  • Integrated Wealth Concepts bought 139 Carvana shares in Q2 2026, an estimated $9.83K.
  • Carvana made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2174 holding.
  • Integrated Wealth Concepts first reported a position in Carvana in Q2 2025 and has held it in 4 quarters since.
  • Integrated Wealth Concepts's Carvana position peaked at $446K in Q2 2025.
  • 818 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.