Wells Fargo
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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 		$59.4M Sell
944,000
-1,154,500
-55% -$85.7M 0.01% 868
2025
Q4 		$177M Buy
2,098,500
+206,000
+11% +$15.3M 0.03% 412
2025
Q3 		$143M Buy
1,892,500
+383,000
+25% +$27.4M 0.03% 472
2025
Q2 		$102M Buy
1,509,500
+1,431,500
+1,835% +$78.5M 0.02% 577
2025
Q1 		$3.26M Buy
+78,000
New +$3.45M ﹤0.01% 2751
2022
Q4 		– Sell
-1,287,500
Closed -$5.23M – 7506
2022
Q3 		$5.23M Buy
+1,287,500
New +$8.4M ﹤0.01% 1968

Other funds holding CVNA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
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.