Mount Yale Investment Advisors’s Carvana CVNA Stock Holding History

Mount Yale Investment Advisors’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
2025 Q3	–	Sell	-720	Closed	-$48.5K	–	878
2025 Q2	$48.5K	Buy	+720	New	+$39.5K	﹤0.01%	824
2021 Q4	–	Sell	-5,395	Closed	-$325K	–	467
2021 Q3	$325K	Sell	5,395 -55	-1%	-$3.66K	0.04%	341
2021 Q2	$329K	Sell	5,450 -2,205	-29%	-$120K	0.04%	306
2021 Q1	$402K	Buy	+7,655	New	+$422K	0.05%	280

Other funds holding CVNA

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GCP

Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return

CIP

CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return

Mount Yale Investment Advisors's CVNA Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Carvana (CVNA) in Q3 2025, closing a stake of 720 shares — an estimated $48.5K sold.

Mount Yale Investment Advisors first reported a position in CVNA in Q1 2021 and held it in 4 quarters. The position peaked at $402K in Q1 2021. 775 funds tracked by Wall St. Rank hold CVNA as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Carvana position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 720 Carvana shares in Q3 2025, an estimated $48.5K.
Mount Yale Investment Advisors first reported a position in Carvana in Q1 2021 and held it in 4 quarters.
Mount Yale Investment Advisors's Carvana position peaked at $402K in Q1 2021.
775 funds tracked by Wall St. Rank held Carvana as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.