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True Wealth Design’s CarGurus CARG Stock Holding History

True Wealth Design’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
Q3 		$1.28K Hold
41
– – ﹤0.01% 1847
2026
Q2 		$1.4K Sell
41
-42
-51% -$1.36K ﹤0.01% 1857
2026
Q1 		$2.83K Buy
83
+28
+51% +$916 ﹤0.01% 1407
2025
Q4 		$2.11K Buy
55
+8
+17% +$288 ﹤0.01% 1431
2025
Q3 		$1.75K Hold
47
– – ﹤0.01% 1512
2025
Q2 		$1.57K Buy
47
+38
+422% +$1.15K ﹤0.01% 1277
2025
Q1 		$263 Buy
+9
New +$315 ﹤0.01% 1837

Other funds holding CARG

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

True Wealth Design's CARG Position: Q3 2026 in Review

True Wealth Design held its CarGurus (CARG) position steady in Q3 2026 at 41 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1847.

True Wealth Design first reported a position in CARG in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.83K in Q1 2026. 12 funds tracked by Wall St. Rank hold CARG as of Q3 2026.

  • True Wealth Design held 41 shares of CarGurus worth $1.28K as of Q3 2026.
  • True Wealth Design left its CarGurus share count unchanged in Q3 2026.
  • CarGurus made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1847 holding.
  • True Wealth Design first reported a position in CarGurus in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's CarGurus position peaked at $2.83K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held CarGurus as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.