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Balance Wealth’s CarGurus CARG Stock Holding History

Balance 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
Q2 		$203K Buy
+5,960
New +$193K 0.05% 161

Other funds holding CARG

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

Balance Wealth's CARG Position: Q2 2026 in Review

Balance Wealth opened a new position in CarGurus (CARG) in Q2 2026: 5,960 shares worth $203K. The stake represents 0.05% of the portfolio and ranks #161 among its holdings.

63 funds tracked by Wall St. Rank hold CARG as of Q2 2026.

  • Balance Wealth held 5,960 shares of CarGurus worth $203K as of Q2 2026.
  • CarGurus was a new Balance Wealth position in Q2 2026.
  • CarGurus made up 0.05% of Balance Wealth's portfolio in Q2 2026, its #161 holding.
  • 63 funds tracked by Wall St. Rank held CarGurus as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.