Avion Wealth’s CarGurus CARG Stock Holding History

Avion Wealth’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	$1K	Buy	51 +30	+143%	+$1.05K	﹤0.01%	1173
2026 Q2	$0	Hold	21	–	–	﹤0.01%	1462
2026 Q1	$0	Hold	21	–	–	﹤0.01%	1277
2025 Q4	$0	Hold	21	–	–	﹤0.01%	1269
2025 Q3	$0	Sell	21 -38	-64%	-$1.3K	﹤0.01%	1239
2025 Q2	$1K	Buy	59 +2	+4%	+$60	﹤0.01%	923
2025 Q1	$2K	Hold	57	–	–	﹤0.01%	694
2024 Q4	$2K	Hold	57	–	–	﹤0.01%	691
2024 Q3	$1K	Buy	57 +36	+171%	+$970	﹤0.01%	770
2024 Q2	$0	Buy	+21	New	+$500	﹤0.01%	942

Other funds holding CARG

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Avion Wealth's CARG Position: Q3 2026 in Review

Avion Wealth increased its CarGurus (CARG) stake by 143% in Q3 2026, buying an estimated $1.05K and bringing the position to 51 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Avion Wealth first reported a position in CARG in Q2 2024 and has held it in 10 quarters since. The position peaked at $2K in Q1 2025. 195 funds tracked by Wall St. Rank hold CARG as of Q3 2026.

Avion Wealth held 51 shares of CarGurus worth $1K as of Q3 2026.
Avion Wealth bought 30 CarGurus shares in Q3 2026, an estimated $1.05K.
CarGurus made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1173 holding.
Avion Wealth first reported a position in CarGurus in Q2 2024 and has held it in 10 quarters since.
Avion Wealth's CarGurus position peaked at $2K in Q1 2025.
195 funds tracked by Wall St. Rank held CarGurus as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.