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Neil Mehta’s Carvana CVNA Stock Holding History

Neil Mehta’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 		$1.4B Buy
21,344,170
+330,000
+2% +$23.3M 59.61% 1
2026
Q1 		$1.32B Sell
21,014,170
-163,895
-0.8% -$12.2M 57.53% 1
2025
Q4 		$1.79B Sell
21,178,065
-5,141,530
-20% -$382M 59.96% 1
2025
Q3 		$1.99B Sell
26,319,595
-1,968,030
-7% -$141M 64.77% 1
2025
Q2 		$1.91B Sell
28,287,625
-1,035,000
-4% -$56.8M 71.57% 1
2025
Q1 		$1.23B Buy
29,322,625
+795,530
+3% +$35.2M 67.87% 1
2024
Q4 		$1.16B Sell
28,527,095
-665,170
-2% -$29.9M 63.04% 1
2024
Q3 		$1.02B Sell
29,192,265
-82,445
-0.3% -$2.37M 54.59% 1
2024
Q2 		$754M Sell
29,274,710
-800,450
-3% -$16.1M 50.75% 1
2024
Q1 		$529M Sell
30,075,160
-125,000
-0.4% -$1.53M 43.6% 1
2023
Q4 		$320M Hold
30,200,160
– – 37.19% 1
2023
Q3 		$254M Sell
30,200,160
-6,650,460
-18% -$57.2M 31.36% 1
2023
Q2 		$191M Hold
36,850,620
– – 23.14% 2
2023
Q1 		$72.2M Hold
36,850,620
– – 10.5% 3
2022
Q4 		$34.9M Buy
36,850,620
+18,150,000
+97% +$38.3M 5.86% 6
2022
Q3 		$75.9M Buy
18,700,620
+8,975,620
+92% +$58.5M 5.79% 3
2022
Q2 		$43.9M Buy
9,725,000
+5,818,580
+149% +$61.2M 4.12% 7
2022
Q1 		$93.2M Buy
+3,906,420
New +$114M 5.78% 3

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Neil Mehta's CVNA Position: Q2 2026 in Review

Neil Mehta increased its Carvana (CVNA) stake by 1.6% in Q2 2026, buying an estimated $23.3M and bringing the position to 21,344,170 shares worth $1.4B. The position accounts for 59.61% of the portfolio, ranked #1.

Neil Mehta first reported a position in CVNA in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.99B in Q3 2025. 808 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

  • Neil Mehta held 21,344,170 shares of Carvana worth $1.4B as of Q2 2026.
  • Neil Mehta bought 330,000 Carvana shares in Q2 2026, an estimated $23.3M.
  • Carvana made up 59.61% of Neil Mehta's portfolio in Q2 2026, its #1 holding.
  • Neil Mehta first reported a position in Carvana in Q1 2022 and has held it in 18 quarters since.
  • Neil Mehta's Carvana position peaked at $1.99B in Q3 2025.
  • 808 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on Greenoaks Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.