OF
CVNA icon

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
Q2 		$661K Sell
10,050
-35
-0.3% -$2.48K 0.24% 75
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 0.28% 51
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 $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 $3.37T AUM 44.26% 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

Optimize Financial's CVNA Position: Q2 2026 in Review

Optimize Financial reduced its Carvana (CVNA) stake by 0.35% in Q2 2026, selling an estimated $2.48K and leaving 10,050 shares worth $661K. The position accounts for 0.24% of the portfolio, ranked #75.

Optimize Financial first reported a position in CVNA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.18M in Q2 2025. 815 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

  • Optimize Financial held 10,050 shares of Carvana worth $661K as of Q2 2026.
  • Optimize Financial sold 35 Carvana shares in Q2 2026, an estimated $2.48K.
  • Carvana made up 0.24% of Optimize Financial's portfolio in Q2 2026, its #75 holding.
  • Optimize Financial first reported a position in Carvana in Q4 2024 and has held it in 7 quarters since.
  • Optimize Financial's Carvana position peaked at $1.18M in Q2 2025.
  • 815 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.