Physician Wealth Advisors’s CarGurus CARG Stock Holding History

Physician Wealth Advisors’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	$1.77K	Hold	52	–	–	﹤0.01%	1553
2026 Q1	$1.77K	Buy	52 +15	+41%	+$491	﹤0.01%	1406
2025 Q4	$1.42K	Hold	37	–	–	﹤0.01%	1444
2025 Q3	$1.38K	Hold	37	–	–	﹤0.01%	1399
2025 Q2	$1.24K	Buy	+37	New	+$1.11K	﹤0.01%	1255

Other funds holding CARG

CAM

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

CIP

Convergence Investment Partners Palm Beach Gardens, Florida $1.06B AUM 87.75% 1-Year Est. Return

Physician Wealth Advisors's CARG Position: Q2 2026 in Review

Physician Wealth Advisors held its CarGurus (CARG) position steady in Q2 2026 at 52 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1553.

Physician Wealth Advisors first reported a position in CARG in Q2 2025 and has held it in 5 quarters since. 110 funds tracked by Wall St. Rank hold CARG as of Q2 2026.

Physician Wealth Advisors held 52 shares of CarGurus worth $1.77K as of Q2 2026.
Physician Wealth Advisors left its CarGurus share count unchanged in Q2 2026.
CarGurus made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1553 holding.
Physician Wealth Advisors first reported a position in CarGurus in Q2 2025 and has held it in 5 quarters since.
110 funds tracked by Wall St. Rank held CarGurus as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.