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United Financial Planning Group’s Carvana CVNA Stock Holding History

United Financial Planning 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
Q1 		– Sell
-5
Closed -$422 – 508
2025
Q4 		$422 Buy
+5
New +$372 ﹤0.01% 414

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Vanguard Capital Management
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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 $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

United Financial Planning Group's CVNA Position: Q1 2026 in Review

United Financial Planning Group sold out of Carvana (CVNA) in Q1 2026, closing a stake of 5 shares — an estimated $422 sold.

United Financial Planning Group first reported a position in CVNA in Q4 2025 and held it in 1 quarter. The position peaked at $422 in Q4 2025. 781 funds tracked by Wall St. Rank hold CVNA as of Q1 2026.

  • United Financial Planning Group reported no remaining Carvana position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 5 Carvana shares in Q1 2026, an estimated $422.
  • United Financial Planning Group first reported a position in Carvana in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Carvana position peaked at $422 in Q4 2025.
  • 781 funds tracked by Wall St. Rank held Carvana as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.