Position in CVNA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,245,709
-$10,867 QoQ
Shares Held
18,926
-5.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#385
of 809 holders
Holding Since
Dec 2021
11 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, 2026HB Wealth Management, LLC holds $4,567,792 across 7 Auto & Truck Dealerships names. CVNA ranks #2 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAG |
Penske Automotive Group, Inc.
|
8,207 | $1,468,642 | |
| 2 | CVNA |
Carvana Co.
This page
|
18,926 | $1,245,709 | |
| 3 | KMX |
Carmax Inc
|
12,080 | $638,911 | |
| 4 | LAD |
Lithia Motors Inc
|
1,288 | $374,151 | |
| 5 | AN |
Autonation, Inc.
|
1,878 | $348,913 | |
| 6 | RUSHA |
Rush Enterprises Inc \Tx\
|
3,542 | $258,530 | |
| 7 | GPI |
Group 1 Automotive Inc
|
800 | $232,936 |
All Filings in CVNA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,245,709 | 18,926 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,256,576 | 3,997 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,346,243 | 3,190 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,191,701 | 3,159 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,021,325 | 3,031 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $545,698 | 2,610 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $549,682 | 2,703 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $498,825 | 2,865 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $358,227 | 2,783 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $244,213 | 2,778 | Shares | Sole | 2024-04-30 | |
| 2021-12-31 | $240,366 | 1,037 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||