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Perigon Wealth Management’s Carvana CVNA Stock Holding History

Perigon Wealth Management’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 		– Sell
-2,825
Closed -$238K – 1320
2025
Q4 		$238K Sell
2,825
-300
-10% -$22.3K ﹤0.01% 1136
2025
Q3 		$236K Sell
3,125
-115
-4% -$8.22K ﹤0.01% 1069
2025
Q2 		$218K Buy
+3,240
New +$178K 0.01% 973

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

Perigon Wealth Management's CVNA Position: Q1 2026 in Review

Perigon Wealth Management sold out of Carvana (CVNA) in Q1 2026, closing a stake of 2,825 shares — an estimated $238K sold.

Perigon Wealth Management first reported a position in CVNA in Q2 2025 and held it in 3 quarters. The position peaked at $238K in Q4 2025. 775 funds tracked by Wall St. Rank hold CVNA as of Q1 2026.

  • Perigon Wealth Management reported no remaining Carvana position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 2,825 Carvana shares in Q1 2026, an estimated $238K.
  • Perigon Wealth Management first reported a position in Carvana in Q2 2025 and held it in 3 quarters.
  • Perigon Wealth Management's Carvana position peaked at $238K in Q4 2025.
  • 775 funds tracked by Wall St. Rank held Carvana as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.