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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PC
Prevatt Capital Nassau, Bahamas $371M AUM 9.39% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pinnacle Wealth Planning Services's CARG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its CarGurus (CARG) stake by 14% in Q1 2026, selling an estimated $22.6K and leaving 4,195 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #613.

Pinnacle Wealth Planning Services first reported a position in CARG in Q4 2020 and has held it in 3 quarters since. The position peaked at $187K in Q4 2025. 358 funds tracked by Wall St. Rank hold CARG as of Q1 2026.

  • Pinnacle Wealth Planning Services held 4,195 shares of CarGurus worth $143K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 692 CarGurus shares in Q1 2026, an estimated $22.6K.
  • CarGurus made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #613 holding.
  • Pinnacle Wealth Planning Services first reported a position in CarGurus in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's CarGurus position peaked at $187K in Q4 2025.
  • 358 funds tracked by Wall St. Rank held CarGurus as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.