&Partners’s Carvana CVNA Stock Holding History

&Partners’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	$1.15M	Buy	17,375 +2,480	+17%	+$175K	﹤0.01%	1332
2026 Q1	$935K	Sell	14,895 -6,075	-29%	-$451K	﹤0.01%	1343
2025 Q4	$1.77M	Sell	20,970 -160	-0.8%	-$11.9K	0.01%	926
2025 Q3	$1.59M	Buy	21,130 +2,335	+12%	+$167K	0.01%	858
2025 Q2	$1.27M	Buy	18,795 +5,350	+40%	+$293K	0.01%	868
2025 Q1	$550K	Buy	13,445 +4,530	+51%	+$200K	0.01%	1093
2024 Q4	$358K	Buy	+8,915	New	+$401K	﹤0.01%	1242

Other funds holding CVNA

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

&Partners's CVNA Position: Q2 2026 in Review

&Partners increased its Carvana (CVNA) stake by 17% in Q2 2026, buying an estimated $175K and bringing the position to 17,375 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

&Partners first reported a position in CVNA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.77M in Q4 2025. 815 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

&Partners held 17,375 shares of Carvana worth $1.15M as of Q2 2026.
&Partners bought 2,480 Carvana shares in Q2 2026, an estimated $175K.
Carvana made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1332 holding.
&Partners first reported a position in Carvana in Q4 2024 and has held it in 7 quarters since.
&Partners's Carvana position peaked at $1.77M in Q4 2025.
815 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.