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Cherry Tree Wealth Management’s CarGurus CARG Stock Holding History

Cherry Tree Wealth Management’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
2025
Q2 		– Sell
-34
Closed -$991 – 625
2025
Q1 		$991 Buy
+34
New +$1.19K ﹤0.01% 678

Other funds holding CARG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Cherry Tree Wealth Management's CARG Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of CarGurus (CARG) in Q2 2025, closing a stake of 34 shares — an estimated $991 sold.

Cherry Tree Wealth Management first reported a position in CARG in Q1 2025 and held it in 1 quarter. The position peaked at $991 in Q1 2025. 338 funds tracked by Wall St. Rank hold CARG as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining CarGurus position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 34 CarGurus shares in Q2 2025, an estimated $991.
  • Cherry Tree Wealth Management first reported a position in CarGurus in Q1 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's CarGurus position peaked at $991 in Q1 2025.
  • 338 funds tracked by Wall St. Rank held CarGurus as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.