Edgestream Partners’s CarGurus CARG Stock Holding History

Edgestream Partners’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	–	Sell	-56,489	Closed	-$2.17M	–	898
2025 Q4	$2.17M	Sell	56,489 -163,649	-74%	-$5.9M	0.06%	511
2025 Q3	$8.2M	Sell	220,138 -51,334	-19%	-$1.75M	0.24%	106
2025 Q2	$9.09M	Buy	271,472 +107,579	+66%	+$3.24M	0.25%	95
2025 Q1	$4.77M	Buy	+163,893	New	+$5.74M	0.16%	236
2024 Q4	–	Sell	-31,212	Closed	-$937K	–	873
2024 Q3	$937K	Buy	31,212 +12,477	+67%	+$336K	0.04%	585
2024 Q2	$491K	Sell	18,735 -153,616	-89%	-$3.65M	0.02%	671
2024 Q1	$3.98M	Buy	+172,351	New	+$3.99M	0.2%	168
2023 Q4	–	Sell	-188,670	Closed	-$3.31M	–	849
2023 Q3	$3.31M	Buy	188,670 +161,731	+600%	+$3.2M	0.26%	77
2023 Q2	$610K	Buy	+26,939	New	+$510K	0.06%	484

Other funds holding CARG

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Prevatt Capital Nassau, Bahamas $371M AUM 9.39% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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