PCJ Investment Counsel’s Carvana CVNA Stock Holding History

PCJ Investment Counsel’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	-32,480	Closed	-$2.04M	–	65
2026 Q1	$2.04M	Sell	32,480 -77,020	-70%	-$5.72M	0.58%	52
2025 Q4	$9.24M	Sell	109,500 -12,000	-10%	-$892K	2.29%	12
2025 Q3	$9.17M	Buy	121,500 +38,500	+46%	+$2.75M	2.55%	10
2025 Q2	$5.59M	Sell	83,000 -4,400	-5%	-$241K	1.91%	15
2025 Q1	$3.65M	Sell	87,400 -75,850	-46%	-$3.36M	1.43%	23
2024 Q4	$6.64M	Sell	163,250 -89,000	-35%	-$4M	2.24%	13
2024 Q3	$8.78M	Buy	252,250 +177,250	+236%	+$5.09M	2.78%	8
2024 Q2	$1.93M	Buy	+75,000	New	+$1.51M	0.8%	41

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

PCJ Investment Counsel's CVNA Position: Q2 2026 in Review

PCJ Investment Counsel sold out of Carvana (CVNA) in Q2 2026, closing a stake of 32,480 shares — an estimated $2.04M sold.

PCJ Investment Counsel first reported a position in CVNA in Q2 2024 and held it in 8 quarters. The position peaked at $9.24M in Q4 2025. 813 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

PCJ Investment Counsel reported no remaining Carvana position as of Q2 2026 after selling out during the quarter.
PCJ Investment Counsel sold 32,480 Carvana shares in Q2 2026, an estimated $2.04M.
PCJ Investment Counsel first reported a position in Carvana in Q2 2024 and held it in 8 quarters.
PCJ Investment Counsel's Carvana position peaked at $9.24M in Q4 2025.
813 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on PCJ Investment Counsel's 13F filing for Q2 2026, filed 12 Aug 2026.