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WealthPlan Investment Management’s Carvana CVNA Stock Holding History

WealthPlan Investment Management’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 		$835K Buy
12,683
+768
+6% +$54.3K 0.04% 252
2026
Q1 		$749K Buy
+11,915
New +$884K 0.04% 246

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 $3.38T AUM 44.17% 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

WealthPlan Investment Management's CVNA Position: Q2 2026 in Review

WealthPlan Investment Management increased its Carvana (CVNA) stake by 6.4% in Q2 2026, buying an estimated $54.3K and bringing the position to 12,683 shares worth $835K. The position accounts for 0.04% of the portfolio, ranked #252.

WealthPlan Investment Management first reported a position in CVNA in Q1 2026 and has held it in 2 quarters since. 819 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

  • WealthPlan Investment Management held 12,683 shares of Carvana worth $835K as of Q2 2026.
  • WealthPlan Investment Management bought 768 Carvana shares in Q2 2026, an estimated $54.3K.
  • Carvana made up 0.04% of WealthPlan Investment Management's portfolio in Q2 2026, its #252 holding.
  • WealthPlan Investment Management first reported a position in Carvana in Q1 2026 and has held it in 2 quarters since.
  • 819 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.