Wells Fargo’s Carvana CVNA Stock Holding History

Wells Fargo’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	-220,000	Closed	-$18.6M	–	7236
2025 Q4	$18.6M	Buy	+220,000	New	+$16.4M	﹤0.01%	1546
2025 Q1	–	Sell	-80,500	Closed	-$3.27M	–	7076
2024 Q4	$3.27M	Buy	80,500 +35,500	+79%	+$1.59M	﹤0.01%	2794
2024 Q3	$1.57M	Buy	+45,000	New	+$1.29M	﹤0.01%	3231
2024 Q1	–	Sell	-50,500	Closed	-$535K	–	7539
2023 Q4	$535K	Hold	50,500	–	–	﹤0.01%	3820
2023 Q3	$424K	Buy	+50,500	New	+$434K	﹤0.01%	3883
2022 Q4	–	Sell	-109,000	Closed	-$443K	–	7505
2022 Q3	$443K	Buy	+109,000	New	+$711K	﹤0.01%	3760
2019 Q1	–	Sell	-2,180,000	Closed	-$845K	–	6097
2018 Q4	$845K	Buy	+2,180,000	New	+$18.3M	﹤0.01%	3966
2018 Q2	–	Sell	-200,000	Closed	-$161K	–	6353
2018 Q1	$161K	Buy	+200,000	New	+$799K	﹤0.01%	5088

Other funds holding CVNA

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return

GCP

Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo's CVNA Position: Q1 2026 in Review

Wells Fargo reduced its Carvana (CVNA) stake by 2.5% in Q1 2026, selling an estimated $7.24M and leaving 3,845,950 shares worth $242M. The position accounts for 0.05% of the portfolio, ranked #345.

Wells Fargo first reported a position in CVNA in Q2 2017 and has held it in 36 quarters since. The position peaked at $333M in Q4 2025. 775 funds tracked by Wall St. Rank hold CVNA as of Q1 2026.

Wells Fargo held 3,845,950 shares of Carvana worth $242M as of Q1 2026.
Wells Fargo sold 97,525 Carvana shares in Q1 2026, an estimated $7.24M.
Carvana made up 0.05% of Wells Fargo's portfolio in Q1 2026, its #345 holding.
Wells Fargo first reported a position in Carvana in Q2 2017 and has held it in 36 quarters since.
Wells Fargo's Carvana position peaked at $333M in Q4 2025.
775 funds tracked by Wall St. Rank held Carvana as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.