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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
Q2 		$4.75M Sell
72,228
-48,577
-40% -$3.44M 0.05% 268
2026
Q1 		$7.6M Buy
120,805
+4,920
+4% +$365K 0.07% 182
2025
Q4 		$9.78M Buy
115,885
+29,005
+33% +$2.16M 0.12% 129
2025
Q3 		$6.55M Buy
86,880
+9,005
+12% +$644K 0.09% 180
2025
Q2 		$5.25M Sell
77,875
-630
-0.8% -$34.5K 0.08% 201
2025
Q1 		$3.28M Buy
+78,505
New +$3.47M 0.06% 276

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

OP Asset Management's CVNA Position: Q2 2026 in Review

OP Asset Management reduced its Carvana (CVNA) stake by 40% in Q2 2026, selling an estimated $3.44M and leaving 72,228 shares worth $4.75M. The position accounts for 0.05% of the portfolio, ranked #268.

OP Asset Management first reported a position in CVNA in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.78M in Q4 2025. 819 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

  • OP Asset Management held 72,228 shares of Carvana worth $4.75M as of Q2 2026.
  • OP Asset Management sold 48,577 Carvana shares in Q2 2026, an estimated $3.44M.
  • Carvana made up 0.05% of OP Asset Management's portfolio in Q2 2026, its #268 holding.
  • OP Asset Management first reported a position in Carvana in Q1 2025 and has held it in 6 quarters since.
  • OP Asset Management's Carvana position peaked at $9.78M in Q4 2025.
  • 819 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.