Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Carvana CVNA Stock Holding History

Sumitomo Mitsui Trust Group’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 		$98.2M Buy
1,491,778
+42,928
+3% +$3.04M 0.06% 304
2026
Q1 		$91.1M Sell
1,448,850
-9,775
-0.7% -$725K 0.06% 298
2025
Q4 		$123M Buy
1,458,625
+68,460
+5% +$5.09M 0.07% 247
2025
Q3 		$105M Buy
1,390,165
+11,795
+0.9% +$844K 0.06% 287
2025
Q2 		$92.9M Buy
1,378,370
+122,560
+10% +$6.72M 0.06% 311
2025
Q1 		$52.5M Buy
1,255,810
+159,530
+15% +$7.06M 0.04% 432
2024
Q4 		$44.6M Buy
1,096,280
+1,083,680
+8,601% +$48.7M 0.03% 480
2024
Q3 		$439K Buy
+12,600
New +$362K ﹤0.01% 985
2022
Q3 		– Sell
-1,197,860
Closed -$5.41M – 1212
2022
Q2 		$5.41M Buy
1,197,860
+154,055
+15% +$1.62M ﹤0.01% 858
2022
Q1 		$24.9M Sell
1,043,805
-176,590
-14% -$5.15M 0.02% 690
2021
Q4 		$56.6M Buy
1,220,395
+190,075
+18% +$10.5M 0.03% 506
2021
Q3 		$62.1M Sell
1,030,320
-15,225
-1% -$1.01M 0.04% 476
2021
Q2 		$63.1M Buy
1,045,545
+59,130
+6% +$3.22M 0.04% 488
2021
Q1 		$51.8M Sell
986,415
-25,285
-2% -$1.39M 0.03% 535
2020
Q4 		$48.5M Buy
+1,011,700
New +$46.2M 0.03% 546

Other funds holding CVNA

LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
KGAMU
KPS Global Asset Management (UK) London, United Kingdom $620M AUM 14.15% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group's CVNA Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its Carvana (CVNA) stake by 3% in Q2 2026, buying an estimated $3.04M and bringing the position to 1,491,778 shares worth $98.2M. The position accounts for 0.06% of the portfolio, ranked #304.

Sumitomo Mitsui Trust Group first reported a position in CVNA in Q4 2020 and has held it in 15 quarters since. The position peaked at $123M in Q4 2025. 256 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 1,491,778 shares of Carvana worth $98.2M as of Q2 2026.
  • Sumitomo Mitsui Trust Group bought 42,928 Carvana shares in Q2 2026, an estimated $3.04M.
  • Carvana made up 0.06% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #304 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Carvana in Q4 2020 and has held it in 15 quarters since.
  • Sumitomo Mitsui Trust Group's Carvana position peaked at $123M in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.