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OP Asset Management’s Carvana CVNA Stock Holding History

OP 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 		$7.6M Buy
120,805
+4,920
+4% +$365K 0.08% 176
2025
Q4 		$9.78M Buy
115,885
+29,005
+33% +$2.16M 0.12% 132
2025
Q3 		$6.55M Buy
86,880
+9,005
+12% +$644K 0.08% 185
2025
Q2 		$5.25M Sell
77,875
-5,085
-6% -$279K 0.08% 214
2025
Q1 		$3.47M Buy
+82,960
New +$3.67M 0.06% 280

Other funds holding CVNA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

OP Asset Management's CVNA Position: Q1 2026 in Review

OP Asset Management increased its Carvana (CVNA) stake by 4.2% in Q1 2026, buying an estimated $365K and bringing the position to 120,805 shares worth $7.6M. The position accounts for 0.08% of the portfolio, ranked #176.

OP Asset Management first reported a position in CVNA in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.78M in Q4 2025. 775 funds tracked by Wall St. Rank hold CVNA as of Q1 2026.

  • OP Asset Management held 120,805 shares of Carvana worth $7.6M as of Q1 2026.
  • OP Asset Management bought 4,920 Carvana shares in Q1 2026, an estimated $365K.
  • Carvana made up 0.08% of OP Asset Management's portfolio in Q1 2026, its #176 holding.
  • OP Asset Management first reported a position in Carvana in Q1 2025 and has held it in 5 quarters since.
  • OP Asset Management's Carvana position peaked at $9.78M in Q4 2025.
  • 775 funds tracked by Wall St. Rank held Carvana as of Q1 2026.

Based on OP Asset Management's 13F filing for Q1 2026, filed 9 Apr 2026.