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Hennion & Walsh Asset Management’s CarGurus CARG Stock Holding History

Hennion & Walsh Asset 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
2026
Q3 		$661K Sell
21,202
-3,116
-13% -$109K 0.02% 681
2026
Q2 		$829K Buy
24,318
+459
+2% +$14.9K 0.02% 618
2026
Q1 		$812K Buy
23,859
+2,831
+13% +$92.7K 0.03% 566
2025
Q4 		$806K Buy
21,028
+1,188
+6% +$42.8K 0.03% 573
2025
Q3 		$739K Sell
19,840
-216
-1% -$7.38K 0.03% 585
2025
Q2 		$671K Buy
20,056
+1,928
+11% +$58.1K 0.03% 590
2025
Q1 		$528K Buy
18,128
+4,190
+30% +$147K 0.02% 619
2024
Q4 		$509K Buy
13,938
+1,781
+15% +$61.2K 0.02% 616
2024
Q3 		$365K Buy
12,157
+584
+5% +$15.7K 0.02% 697
2024
Q2 		$303K Sell
11,573
-230
-2% -$5.47K 0.02% 722
2024
Q1 		$272K Sell
11,803
-4,468
-27% -$103K 0.01% 717
2023
Q4 		$393K Buy
16,271
+1,627
+11% +$32.7K 0.02% 612
2023
Q3 		$257K Buy
14,644
+3,685
+34% +$72.8K 0.02% 688
2023
Q2 		$248K Sell
10,959
-172
-2% -$3.25K 0.01% 712
2023
Q1 		$208K Buy
11,131
+454
+4% +$7.72K 0.01% 726
2022
Q4 		$150K Buy
10,677
+479
+5% +$6.56K 0.01% 748
2022
Q3 		$145K Buy
+10,198
New +$207K 0.01% 737

Other funds holding CARG

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Hennion & Walsh Asset Management's CARG Position: Q3 2026 in Review

Hennion & Walsh Asset Management reduced its CarGurus (CARG) stake by 13% in Q3 2026, selling an estimated $109K and leaving 21,202 shares worth $661K. The position accounts for 0.02% of the portfolio, ranked #681.

Hennion & Walsh Asset Management first reported a position in CARG in Q3 2022 and has held it in 17 quarters since. The position peaked at $829K in Q2 2026. 15 funds tracked by Wall St. Rank hold CARG as of Q3 2026.

  • Hennion & Walsh Asset Management held 21,202 shares of CarGurus worth $661K as of Q3 2026.
  • Hennion & Walsh Asset Management sold 3,116 CarGurus shares in Q3 2026, an estimated $109K.
  • CarGurus made up 0.02% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #681 holding.
  • Hennion & Walsh Asset Management first reported a position in CarGurus in Q3 2022 and has held it in 17 quarters since.
  • Hennion & Walsh Asset Management's CarGurus position peaked at $829K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held CarGurus as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.