Taylor Frigon Capital Management’s Carvana CVNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.76M | Buy |
57,055
+13,250
| +30% | +$937K | 1.76% | 10 |
|
|
2026
Q1 | $2.75M | Buy |
43,805
+4,615
| +12% | +$342K | 1.57% | 7 |
|
|
2025
Q4 | $3.31M | Sell |
39,190
-9,440
| -19% | -$702K | 1.67% | 6 |
|
|
2025
Q3 | $3.67M | Sell |
48,630
-1,630
| -3% | -$117K | 1.82% | 6 |
|
|
2025
Q2 | $3.39M | Sell |
50,260
-21,280
| -30% | -$1.17M | 1.8% | 3 |
|
|
2025
Q1 | $2.97M | Sell |
71,540
-26,110
| -27% | -$1.16M | 1.77% | 4 |
|
|
2024
Q4 | $3.97M | Sell |
97,650
-47,025
| -33% | -$2.11M | 2.01% | 5 |
|
|
2024
Q3 | $5.01M | Sell |
144,675
-57,840
| -29% | -$1.66M | 2.5% | 3 |
|
|
2024
Q2 | $5.21M | Sell |
202,515
-57,090
| -22% | -$1.15M | 2.48% | 3 |
|
|
2024
Q1 | $4.56M | Sell |
259,605
-167,875
| -39% | -$2.05M | 2.17% | 6 |
|
|
2023
Q4 | $4.53M | Sell |
427,480
-8,595
| -2% | -$64.4K | 2.27% | 6 |
|
|
2023
Q3 | $3.66M | Sell |
436,075
-364,725
| -46% | -$3.14M | 2.03% | 9 |
|
|
2023
Q2 | $4.15M | Sell |
800,800
-105,145
| -12% | -$292K | 2.03% | 10 |
|
|
2023
Q1 | $1.77M | Sell |
905,945
-11,200
| -1% | -$19.4K | 0.97% | 38 |
|
|
2022
Q4 | $869K | Buy |
917,145
+624,775
| +214% | +$1.32M | 0.49% | 86 |
|
|
2022
Q3 | $1.19M | Buy |
292,370
+177,790
| +155% | +$1.16M | 0.62% | 71 |
|
|
2022
Q2 | $517K | Sell |
114,580
-1,500
| -1% | -$15.8K | 0.27% | 84 |
|
|
2022
Q1 | $2.77M | Buy |
116,080
+2,065
| +2% | +$60.2K | 1.03% | 40 |
|
|
2021
Q4 | $5.29M | Sell |
114,015
-15
| -0% | -$825 | 1.66% | 20 |
|
|
2021
Q3 | $6.88M | Sell |
114,030
-275
| -0.2% | -$18.3K | 2.22% | 9 |
|
|
2021
Q2 | $6.9M | Sell |
114,305
-5,335
| -4% | -$290K | 2.16% | 5 |
|
|
2021
Q1 | $6.28M | Sell |
119,640
-1,160
| -1% | -$63.9K | 1.94% | 16 |
|
|
2020
Q4 | $5.79M | Sell |
120,800
-13,910
| -10% | -$636K | 1.9% | 14 |
|
|
2020
Q3 | $6.01M | Sell |
134,710
-49,445
| -27% | -$1.75M | 2.65% | 4 |
|
|
2020
Q2 | $4.43M | Sell |
184,155
-2,065
| -1% | -$38.7K | 2.2% | 8 |
|
|
2020
Q1 | $2.05M | Buy |
186,220
+42,120
| +29% | +$652K | 1.61% | 22 |
|
|
2019
Q4 | $2.65M | Sell |
144,100
-16,625
| -10% | -$278K | 1.83% | 9 |
|
|
2019
Q3 | $2.12M | Sell |
160,725
-85,090
| -35% | -$1.22M | 1.54% | 17 |
|
|
2019
Q2 | $3.08M | Sell |
245,815
-535
| -0.2% | -$6.87K | 2.14% | 6 |
|
|
2019
Q1 | $2.86M | Sell |
246,350
-4,315
| -2% | -$36.3K | 2.23% | 6 |
|
|
2018
Q4 | $1.64M | Buy |
250,665
+1,645
| +0.7% | +$13.8K | 1.44% | 23 |
|
|
2018
Q3 | $2.94M | Sell |
249,020
-160,365
| -39% | -$1.72M | 2.23% | 10 |
|
|
2018
Q2 | $3.41M | Sell |
409,385
-87,940
| -18% | -$530K | 2.48% | 6 |
|
|
2018
Q1 | $2.28M | Buy |
+497,325
| New | +$1.99M | 1.77% | 18 |
|
Other funds holding CVNA
KGAMU
CC
CFM
BPCE
CNB
Taylor Frigon Capital Management's CVNA Position: Q2 2026 in Review
Taylor Frigon Capital Management increased its Carvana (CVNA) stake by 30% in Q2 2026, buying an estimated $937K and bringing the position to 57,055 shares worth $3.76M. The position accounts for 1.76% of the portfolio, ranked #10.
Taylor Frigon Capital Management first reported a position in CVNA in Q1 2018 and has held it in 34 quarters since. The position peaked at $6.9M in Q2 2021. 202 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.
- Taylor Frigon Capital Management held 57,055 shares of Carvana worth $3.76M as of Q2 2026.
- Taylor Frigon Capital Management bought 13,250 Carvana shares in Q2 2026, an estimated $937K.
- Carvana made up 1.76% of Taylor Frigon Capital Management's portfolio in Q2 2026, its #10 holding.
- Taylor Frigon Capital Management first reported a position in Carvana in Q1 2018 and has held it in 34 quarters since.
- Taylor Frigon Capital Management's Carvana position peaked at $6.9M in Q2 2021.
- 202 funds tracked by Wall St. Rank held Carvana as of Q2 2026.
Based on Taylor Frigon Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.