Carson Wealth (CWM LLC)
CARG icon

Carson Wealth (CWM LLC)’s CarGurus CARG Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$308K Sell
9,049
-509
-5% -$16.7K ﹤0.01% 2362
2025
Q4 		$367K Buy
9,558
+5,293
+124% +$191K ﹤0.01% 2124
2025
Q3 		$159K Buy
4,265
+573
+16% +$19.6K ﹤0.01% 2615
2025
Q2 		$124K Buy
3,692
+1,008
+38% +$30.4K ﹤0.01% 2535
2025
Q1 		$78K Sell
2,684
-376
-12% -$13.2K ﹤0.01% 2625
2024
Q4 		$112K Buy
3,060
+2,040
+200% +$70K ﹤0.01% 2210
2024
Q3 		$31K Sell
1,020
-361
-26% -$9.73K ﹤0.01% 3066
2024
Q2 		$36K Buy
1,381
+485
+54% +$11.5K ﹤0.01% 2695
2024
Q1 		$21K Buy
896
+438
+96% +$10.1K ﹤0.01% 2858
2023
Q4 		$11K Sell
458
-33
-7% -$663 ﹤0.01% 3120
2023
Q3 		$9K Sell
491
-7,386
-94% -$146K ﹤0.01% 3177
2023
Q2 		$178K Buy
7,877
+7,506
+2,023% +$142K ﹤0.01% 1296
2023
Q1 		$7K Sell
371
-311
-46% -$5.29K ﹤0.01% 3124
2022
Q4 		$10K Sell
682
-112
-14% -$1.53K ﹤0.01% 2785
2022
Q3 		$11K Buy
794
+464
+141% +$9.41K ﹤0.01% 2610
2022
Q2 		$7K Buy
330
+298
+931% +$8.82K ﹤0.01% 2782
2022
Q1 		$1K Buy
32
+27
+540% +$993 ﹤0.01% 3306
2021
Q4 		$0 Buy
+5
New +$176 ﹤0.01% 3504

Other funds holding CARG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PC
Prevatt Capital Nassau, Bahamas $371M AUM 9.39% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CARG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its CarGurus (CARG) stake by 5.3% in Q1 2026, selling an estimated $16.7K and leaving 9,049 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #2362.

Carson Wealth (CWM LLC) first reported a position in CARG in Q4 2021 and has held it in 18 quarters since. The position peaked at $367K in Q4 2025. 360 funds tracked by Wall St. Rank hold CARG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,049 shares of CarGurus worth $308K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 509 CarGurus shares in Q1 2026, an estimated $16.7K.
  • CarGurus made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2362 holding.
  • Carson Wealth (CWM LLC) first reported a position in CarGurus in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s CarGurus position peaked at $367K in Q4 2025.
  • 360 funds tracked by Wall St. Rank held CarGurus as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.