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Pinnacle Wealth Planning Services’s CarGurus CARG Stock Holding History

Pinnacle Wealth Planning Services’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 		$53.7K Sell
1,574
-2,621
-62% -$85K 0.01% 1231
2026
Q1 		$143K Sell
4,195
-692
-14% -$22.6K 0.01% 613
2025
Q4 		$187K Buy
+4,887
New +$176K 0.02% 487
2021
Q1 		– Sell
-1,724
Closed -$55K – 604
2020
Q4 		$55K Buy
+1,724
New +$42.6K 0.01% 741

Other funds holding CARG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PC
Prevatt Capital Nassau, Bahamas $461M AUM 16.42% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Geode Capital Management
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

Pinnacle Wealth Planning Services's CARG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its CarGurus (CARG) stake by 62% in Q2 2026, selling an estimated $85K and leaving 1,574 shares worth $53.7K. The position accounts for 0.01% of the portfolio, ranked #1231.

Pinnacle Wealth Planning Services first reported a position in CARG in Q4 2020 and has held it in 4 quarters since. The position peaked at $187K in Q4 2025. 370 funds tracked by Wall St. Rank hold CARG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,574 shares of CarGurus worth $53.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 2,621 CarGurus shares in Q2 2026, an estimated $85K.
  • CarGurus made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1231 holding.
  • Pinnacle Wealth Planning Services first reported a position in CarGurus in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's CarGurus position peaked at $187K in Q4 2025.
  • 370 funds tracked by Wall St. Rank held CarGurus as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.