Montag & Associates’s CarGurus CARG Stock Holding History

Montag & Associates’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
2025 Q4	–	Sell	-32	Closed	-$1.19K	–	991
2025 Q3	$1.19K	Buy	+32	New	+$1.09K	﹤0.01%	989

Other funds holding CARG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Montag & Associates's CARG Position: Q4 2025 in Review

Montag & Associates sold out of CarGurus (CARG) in Q4 2025, closing a stake of 32 shares — an estimated $1.19K sold.

Montag & Associates first reported a position in CARG in Q3 2025 and held it in 1 quarter. The position peaked at $1.19K in Q3 2025. 367 funds tracked by Wall St. Rank hold CARG as of Q4 2025.

Montag & Associates reported no remaining CarGurus position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 32 CarGurus shares in Q4 2025, an estimated $1.19K.
Montag & Associates first reported a position in CarGurus in Q3 2025 and held it in 1 quarter.
Montag & Associates's CarGurus position peaked at $1.19K in Q3 2025.
367 funds tracked by Wall St. Rank held CarGurus as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.