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Optimize Financial’s Carvana CVNA Stock Holding History

Optimize Financial’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 		$634K Buy
10,085
+1,930
+24% +$143K 0.31% 52
2025
Q4 		$688K Buy
8,155
+100
+1% +$7.43K 0.35% 68
2025
Q3 		$608K Sell
8,055
-9,490
-54% -$679K 0.32% 61
2025
Q2 		$1.18M Sell
17,545
-120
-0.7% -$6.58K 0.72% 44
2025
Q1 		$739K Sell
17,665
-1,335
-7% -$59.1K 0.54% 49
2024
Q4 		$773K Buy
+19,000
New +$854K 0.58% 43

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

Optimize Financial's CVNA Position: Q1 2026 in Review

Optimize Financial increased its Carvana (CVNA) stake by 24% in Q1 2026, buying an estimated $143K and bringing the position to 10,085 shares worth $634K. The position accounts for 0.31% of the portfolio, ranked #52.

Optimize Financial first reported a position in CVNA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.18M in Q2 2025. 775 funds tracked by Wall St. Rank hold CVNA as of Q1 2026.

  • Optimize Financial held 10,085 shares of Carvana worth $634K as of Q1 2026.
  • Optimize Financial bought 1,930 Carvana shares in Q1 2026, an estimated $143K.
  • Carvana made up 0.31% of Optimize Financial's portfolio in Q1 2026, its #52 holding.
  • Optimize Financial first reported a position in Carvana in Q4 2024 and has held it in 6 quarters since.
  • Optimize Financial's Carvana position peaked at $1.18M in Q2 2025.
  • 775 funds tracked by Wall St. Rank held Carvana as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.