Nvest Wealth Strategies’s CarMax KMX Stock Holding History

Nvest Wealth Strategies’s Portfolio KMX Stock Details KMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.75K	Hold	33	–	–	﹤0.01%	193
2026 Q1	$1.37K	Hold	33	–	–	﹤0.01%	201
2025 Q4	$1.28K	Buy	+33	New	+$1.32K	﹤0.01%	190

Other funds holding KMX

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

NIM

Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Nvest Wealth Strategies's KMX Position: Q2 2026 in Review

Nvest Wealth Strategies held its CarMax (KMX) position steady in Q2 2026 at 33 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #193.

Nvest Wealth Strategies first reported a position in KMX in Q4 2025 and has held it in 3 quarters since. 255 funds tracked by Wall St. Rank hold KMX as of Q2 2026.

Nvest Wealth Strategies held 33 shares of CarMax worth $1.75K as of Q2 2026.
Nvest Wealth Strategies left its CarMax share count unchanged in Q2 2026.
CarMax made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #193 holding.
Nvest Wealth Strategies first reported a position in CarMax in Q4 2025 and has held it in 3 quarters since.
255 funds tracked by Wall St. Rank held CarMax as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.