Rise Advisors’s CarGurus CARG Stock Holding History

Rise 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
2025 Q4	–	Sell	-301	Closed	-$11.2K	–	310
2025 Q3	$11.2K	Hold	301	–	–	﹤0.01%	933
2025 Q2	$10.1K	Hold	301	–	–	﹤0.01%	993
2025 Q1	$8.77K	Buy	+301	New	+$10.5K	﹤0.01%	1068

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

Rise Advisors's CARG Position: Q4 2025 in Review

Rise Advisors sold out of CarGurus (CARG) in Q4 2025, closing a stake of 301 shares — an estimated $11.2K sold.

Rise Advisors first reported a position in CARG in Q1 2025 and held it in 3 quarters. The position peaked at $11.2K in Q3 2025. 367 funds tracked by Wall St. Rank hold CARG as of Q4 2025.

Rise Advisors reported no remaining CarGurus position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 301 CarGurus shares in Q4 2025, an estimated $11.2K.
Rise Advisors first reported a position in CarGurus in Q1 2025 and held it in 3 quarters.
Rise Advisors's CarGurus position peaked at $11.2K in Q3 2025.
367 funds tracked by Wall St. Rank held CarGurus as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.