J. Safra Asset Management’s Carvana CVNA Stock Holding History

J. Safra Asset 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	$3.22M	Buy	48,898 +7,758	+19%	+$549K	0.15%	54
2026 Q1	$2.59M	Buy	41,140 +23,290	+130%	+$1.73M	0.14%	49
2025 Q4	$1.51M	Sell	17,850 -2,085	-10%	-$155K	0.08%	72
2025 Q3	$1.5M	Buy	19,935 +6,300	+46%	+$451K	0.09%	54
2025 Q2	$919K	Sell	13,635 -3,315	-20%	-$182K	0.06%	63
2025 Q1	$709K	Buy	16,950 +9,910	+141%	+$439K	0.06%	61
2024 Q4	$296K	Buy	7,040 +1,195	+20%	+$53.7K	0.02%	92
2024 Q3	$198K	Buy	5,845 +2,425	+71%	+$69.6K	0.02%	73
2024 Q2	$88K	Buy	3,420 +2,910	+571%	+$58.6K	0.01%	103
2024 Q1	$8.97K	Buy	+510	New	+$6.22K	﹤0.01%	137

Other funds holding CVNA

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

J. Safra Asset Management's CVNA Position: Q2 2026 in Review

J. Safra Asset Management increased its Carvana (CVNA) stake by 19% in Q2 2026, buying an estimated $549K and bringing the position to 48,898 shares worth $3.22M. The position accounts for 0.15% of the portfolio, ranked #54.

J. Safra Asset Management first reported a position in CVNA in Q1 2024 and has held it in 10 quarters since. 819 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

J. Safra Asset Management held 48,898 shares of Carvana worth $3.22M as of Q2 2026.
J. Safra Asset Management bought 7,758 Carvana shares in Q2 2026, an estimated $549K.
Carvana made up 0.15% of J. Safra Asset Management's portfolio in Q2 2026, its #54 holding.
J. Safra Asset Management first reported a position in Carvana in Q1 2024 and has held it in 10 quarters since.
819 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.