Creative Planning
CARG icon

Creative Planning’s CarGurus CARG Stock Holding History

Creative Planning’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 		$4.93M Buy
144,727
+44,683
+45% +$1.46M ﹤0.01% 1211
2025
Q4 		$3.84M Buy
100,044
+38,787
+63% +$1.4M ﹤0.01% 1198
2025
Q3 		$2.28M Buy
61,257
+9,830
+19% +$336K ﹤0.01% 1444
2025
Q2 		$1.72M Buy
51,427
+9,923
+24% +$299K ﹤0.01% 1439
2025
Q1 		$1.21M Buy
41,504
+5,512
+15% +$193K ﹤0.01% 1560
2024
Q4 		$1.32M Buy
35,992
+10,601
+42% +$364K ﹤0.01% 1440
2024
Q3 		$762K Buy
25,391
+15,328
+152% +$413K ﹤0.01% 1744
2024
Q2 		$264K Buy
+10,063
New +$239K ﹤0.01% 2466
2019
Q2 		– Sell
-300
Closed -$12K – 2036
2019
Q1 		$12K Buy
+300
New +$11.7K ﹤0.01% 1868

Other funds holding CARG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PC
Prevatt Capital Nassau, Bahamas $371M AUM 9.39% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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 $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return