Atria Investments’s CarGurus CARG Stock Holding History

Atria Investments’s Portfolio CARG Stock Details CARG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$450K	Buy	14,444 +57	+0.4%	+$1.99K	﹤0.01%	1643
2026 Q2	$490K	Sell	14,387 -2,145	-13%	-$69.5K	﹤0.01%	1536
2026 Q1	$563K	Buy	16,532 +2,148	+15%	+$70.3K	0.01%	1386
2025 Q4	$552K	Sell	14,384 -4,269	-23%	-$154K	0.01%	1382
2025 Q3	$694K	Buy	18,653 +9,488	+104%	+$324K	0.01%	1235
2025 Q2	$307K	Buy	9,165 +809	+10%	+$24.4K	﹤0.01%	1699
2025 Q1	$243K	Buy	8,356 +849	+11%	+$29.7K	﹤0.01%	1732
2024 Q4	$274K	Sell	7,507 -719	-9%	-$24.7K	﹤0.01%	1635
2024 Q3	$247K	Buy	+8,226	New	+$222K	﹤0.01%	1718

Other funds holding CARG

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Atria Investments's CARG Position: Q3 2026 in Review

Atria Investments increased its CarGurus (CARG) stake by 0.4% in Q3 2026, buying an estimated $1.99K and bringing the position to 14,444 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #1643.

Atria Investments first reported a position in CARG in Q3 2024 and has held it in 9 quarters since. The position peaked at $694K in Q3 2025. 28 funds tracked by Wall St. Rank hold CARG as of Q3 2026.

Atria Investments held 14,444 shares of CarGurus worth $450K as of Q3 2026.
Atria Investments bought 57 CarGurus shares in Q3 2026, an estimated $1.99K.
CarGurus made up ﹤0.01% of Atria Investments's portfolio in Q3 2026, its #1643 holding.
Atria Investments first reported a position in CarGurus in Q3 2024 and has held it in 9 quarters since.
Atria Investments's CarGurus position peaked at $694K in Q3 2025.
28 funds tracked by Wall St. Rank held CarGurus as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.