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Pinnacle Wealth Planning Services’s Carvana CVNA Stock Holding History

Pinnacle Wealth Planning Services’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 		$132K Sell
2,105
-30
-1% -$2.23K 0.01% 650
2025
Q4 		$180K Buy
+2,135
New +$159K 0.02% 502
2025
Q2 		– Sell
-7,015
Closed -$293K – 461
2025
Q1 		$293K Sell
7,015
-180
-3% -$7.96K 0.04% 267
2024
Q4 		$293K Sell
7,195
-2,265
-24% -$102K 0.04% 254
2024
Q3 		$329K Buy
9,460
+30
+0.3% +$862 0.04% 283
2024
Q2 		$243K Sell
9,430
-2,835
-23% -$57.1K 0.03% 354
2024
Q1 		$216K Buy
+12,265
New +$150K 0.03% 401
2021
Q1 		– Sell
-195
Closed -$9K – 734
2020
Q4 		$9K Buy
+195
New +$8.91K ﹤0.01% 1420

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

Pinnacle Wealth Planning Services's CVNA Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Carvana (CVNA) stake by 1.4% in Q1 2026, selling an estimated $2.23K and leaving 2,105 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #650.

Pinnacle Wealth Planning Services first reported a position in CVNA in Q4 2020 and has held it in 8 quarters since. The position peaked at $329K in Q3 2024. 775 funds tracked by Wall St. Rank hold CVNA as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,105 shares of Carvana worth $132K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 30 Carvana shares in Q1 2026, an estimated $2.23K.
  • Carvana made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #650 holding.
  • Pinnacle Wealth Planning Services first reported a position in Carvana in Q4 2020 and has held it in 8 quarters since.
  • Pinnacle Wealth Planning Services's Carvana position peaked at $329K in Q3 2024.
  • 775 funds tracked by Wall St. Rank held Carvana as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.