Root Financial Partners’s CarGurus CARG Stock Holding History

Root Financial Partners’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	–	Sell	-185	Closed	-$6.3K	–	859
2026 Q1	$6.3K	Buy	185 +15	+9%	+$491	﹤0.01%	1865
2025 Q4	$6.52K	Buy	170 +29	+21%	+$1.04K	﹤0.01%	1675
2025 Q3	$5.25K	Buy	+141	New	+$4.82K	﹤0.01%	1705

Other funds holding CARG

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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

Root Financial Partners's CARG Position: Q2 2026 in Review

Root Financial Partners sold out of CarGurus (CARG) in Q2 2026, closing a stake of 185 shares — an estimated $6.3K sold.

Root Financial Partners first reported a position in CARG in Q3 2025 and held it in 3 quarters. The position peaked at $6.52K in Q4 2025. 369 funds tracked by Wall St. Rank hold CARG as of Q2 2026.

Root Financial Partners reported no remaining CarGurus position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 185 CarGurus shares in Q2 2026, an estimated $6.3K.
Root Financial Partners first reported a position in CarGurus in Q3 2025 and held it in 3 quarters.
Root Financial Partners's CarGurus position peaked at $6.52K in Q4 2025.
369 funds tracked by Wall St. Rank held CarGurus as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.