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Montag & Associates’s Carvana CVNA Stock Holding History

Montag & Associates’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 		$914 Sell
14
-1
-7% -$71 ﹤0.01% 927
2026
Q1 		$907 Hold
15
– – ﹤0.01% 902
2025
Q4 		$1.46K Sell
15
-5
-25% -$372 ﹤0.01% 896
2025
Q3 		$1.47K Buy
+20
New +$1.43K ﹤0.01% 960

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 $3.38T AUM 44.17% 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

Montag & Associates's CVNA Position: Q2 2026 in Review

Montag & Associates reduced its Carvana (CVNA) stake by 6.7% in Q2 2026, selling an estimated $71 and leaving 14 shares worth $914. The position accounts for ﹤0.01% of the portfolio, ranked #927.

Montag & Associates first reported a position in CVNA in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.47K in Q3 2025. 819 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

  • Montag & Associates held 14 shares of Carvana worth $914 as of Q2 2026.
  • Montag & Associates sold 1 Carvana share in Q2 2026, an estimated $71.
  • Carvana made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #927 holding.
  • Montag & Associates first reported a position in Carvana in Q3 2025 and has held it in 4 quarters since.
  • Montag & Associates's Carvana position peaked at $1.47K in Q3 2025.
  • 819 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.