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Root Financial Partners’s Carvana CVNA Stock Holding History

Root Financial 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 		– Sell
-1,445
Closed -$90.9K – 1056
2026
Q1 		$90.9K Buy
1,445
+770
+114% +$57.1K ﹤0.01% 608
2025
Q4 		$57K Sell
675
-140
-17% -$10.4K ﹤0.01% 658
2025
Q3 		$61.5K Buy
+815
New +$58.3K ﹤0.01% 598

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

Root Financial Partners's CVNA Position: Q2 2026 in Review

Root Financial Partners sold out of Carvana (CVNA) in Q2 2026, closing a stake of 1,445 shares — an estimated $90.9K sold.

Root Financial Partners first reported a position in CVNA in Q3 2025 and held it in 3 quarters. The position peaked at $90.9K in Q1 2026. 815 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

  • Root Financial Partners reported no remaining Carvana position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,445 Carvana shares in Q2 2026, an estimated $90.9K.
  • Root Financial Partners first reported a position in Carvana in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Carvana position peaked at $90.9K in Q1 2026.
  • 815 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.