Optimist Retirement Group’s Carvana CVNA Stock Holding History

Optimist Retirement Group’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	–	Sell	-5,205	Closed	-$327K	–	121
2026 Q1	$327K	Buy	5,205 +125	+2%	+$9.28K	0.14%	85
2025 Q4	$429K	Hold	5,080	–	–	0.2%	65
2025 Q3	$383K	Sell	5,080 -350	-6%	-$25K	0.17%	71
2025 Q2	$366K	Sell	5,430 -2,090	-28%	-$115K	0.18%	65
2025 Q1	$314K	Buy	7,520 +1,730	+30%	+$76.5K	0.16%	59
2024 Q4	$235K	Sell	5,790 -2,520	-30%	-$113K	0.11%	102
2024 Q3	$289K	Buy	+8,310	New	+$239K	0.13%	63

Other funds holding CVNA

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KGAMU

KPS Global Asset Management (UK) London, United Kingdom $620M AUM 14.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Optimist Retirement Group's CVNA Position: Q2 2026 in Review

Optimist Retirement Group sold out of Carvana (CVNA) in Q2 2026, closing a stake of 5,205 shares — an estimated $327K sold.

Optimist Retirement Group first reported a position in CVNA in Q3 2024 and held it in 7 quarters. The position peaked at $429K in Q4 2025. 493 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

Optimist Retirement Group reported no remaining Carvana position as of Q2 2026 after selling out during the quarter.
Optimist Retirement Group sold 5,205 Carvana shares in Q2 2026, an estimated $327K.
Optimist Retirement Group first reported a position in Carvana in Q3 2024 and held it in 7 quarters.
Optimist Retirement Group's Carvana position peaked at $429K in Q4 2025.
493 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.