Occidental Asset Management’s CarGurus CARG Stock Holding History

Occidental 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 Q1	–	Sell	-7,996	Closed	-$307K	–	290
2025 Q4	$307K	Buy	+7,996	New	+$288K	0.04%	206

Other funds holding CARG

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

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

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

Occidental Asset Management's CARG Position: Q1 2026 in Review

Occidental Asset Management sold out of CarGurus (CARG) in Q1 2026, closing a stake of 7,996 shares — an estimated $307K sold.

Occidental Asset Management first reported a position in CARG in Q4 2025 and held it in 1 quarter. The position peaked at $307K in Q4 2025. 361 funds tracked by Wall St. Rank hold CARG as of Q1 2026.

Occidental Asset Management reported no remaining CarGurus position as of Q1 2026 after selling out during the quarter.
Occidental Asset Management sold 7,996 CarGurus shares in Q1 2026, an estimated $307K.
Occidental Asset Management first reported a position in CarGurus in Q4 2025 and held it in 1 quarter.
Occidental Asset Management's CarGurus position peaked at $307K in Q4 2025.
361 funds tracked by Wall St. Rank held CarGurus as of Q1 2026.

Based on Occidental Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.