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 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

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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return