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 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 $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

J. Safra Asset Management's CVNA Position: Q1 2026 in Review

J. Safra Asset Management increased its Carvana (CVNA) stake by 130% in Q1 2026, buying an estimated $1.73M and bringing the position to 41,140 shares worth $2.59M. The position accounts for 0.14% of the portfolio, ranked #49.

J. Safra Asset Management first reported a position in CVNA in Q1 2024 and has held it in 9 quarters since. 775 funds tracked by Wall St. Rank hold CVNA as of Q1 2026.

J. Safra Asset Management held 41,140 shares of Carvana worth $2.59M as of Q1 2026.
J. Safra Asset Management bought 23,290 Carvana shares in Q1 2026, an estimated $1.73M.
Carvana made up 0.14% of J. Safra Asset Management's portfolio in Q1 2026, its #49 holding.
J. Safra Asset Management first reported a position in Carvana in Q1 2024 and has held it in 9 quarters since.
775 funds tracked by Wall St. Rank held Carvana as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.