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 Q2	$3.04M	Sell	89,051 -55,676	-38%	-$1.8M	﹤0.01%	1774
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Prevatt Capital Nassau, Bahamas $461M AUM 16.42% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Creative Planning's CARG Position: Q2 2026 in Review

Creative Planning reduced its CarGurus (CARG) stake by 38% in Q2 2026, selling an estimated $1.8M and leaving 89,051 shares worth $3.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1774.

Creative Planning first reported a position in CARG in Q1 2019 and has held it in 10 quarters since. The position peaked at $4.93M in Q1 2026. 369 funds tracked by Wall St. Rank hold CARG as of Q2 2026.

Creative Planning held 89,051 shares of CarGurus worth $3.04M as of Q2 2026.
Creative Planning sold 55,676 CarGurus shares in Q2 2026, an estimated $1.8M.
CarGurus made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1774 holding.
Creative Planning first reported a position in CarGurus in Q1 2019 and has held it in 10 quarters since.
Creative Planning's CarGurus position peaked at $4.93M in Q1 2026.
369 funds tracked by Wall St. Rank held CarGurus as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.