Position in CVNA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$305,532
-$16,383 QoQ
Shares Held
4,642
-9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#539
of 815 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVNA Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,598,566 across 16 Auto & Truck Dealerships names. CVNA ranks #3 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMX |
Carmax Inc
|
7,053 | $373,028 | |
| 2 | AN |
Autonation, Inc.
|
1,945 | $361,357 | |
| 3 | CVNA |
Carvana Co.
This page
|
4,642 | $305,532 | |
| 4 | GPI |
Group 1 Automotive Inc
|
539 | $156,936 | |
| 5 | LAD |
Lithia Motors Inc
|
536 | $155,697 | |
| 6 | ACVA |
ACV Auctions Inc.
|
5,720 | $41,124 | |
| 7 | PAG |
Penske Automotive Group, Inc.
|
206 | $36,860 | |
| 8 | OPLN |
OPENLANE, Inc.
|
838 | $34,557 |
All Filings in CVNA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,532 | 4,642 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $321,915 | 1,024 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $386,989 | 917 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $325,932 | 864 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $269,565 | 800 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $140,291 | 671 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $86,629 | 426 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $61,284 | 352 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $41,574 | 323 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $23,470 | 267 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $31,605 | 597 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $30,896 | 736 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $25,920 | 1,000 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $9,790 | 1,000 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,507 | 1,584 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,339 | 66 | Shares | Sole | 2022-11-07 | |
| 2022-03-31 | $1,789 | 15 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $695 | 3 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||