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Unique Wealth Strategies’s CarGurus CARG Stock Holding History

Unique Wealth Strategies’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 		$793K Buy
23,253
+7,065
+44% +$229K 0.29% 88
2026
Q1 		$551K Sell
16,188
-469
-3% -$15.3K 0.22% 134
2025
Q4 		$639K Buy
+16,657
New +$600K 0.25% 108

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

Unique Wealth Strategies's CARG Position: Q2 2026 in Review

Unique Wealth Strategies increased its CarGurus (CARG) stake by 44% in Q2 2026, buying an estimated $229K and bringing the position to 23,253 shares worth $793K. The position accounts for 0.29% of the portfolio, ranked #88.

Unique Wealth Strategies first reported a position in CARG in Q4 2025 and has held it in 3 quarters since. 369 funds tracked by Wall St. Rank hold CARG as of Q2 2026.

  • Unique Wealth Strategies held 23,253 shares of CarGurus worth $793K as of Q2 2026.
  • Unique Wealth Strategies bought 7,065 CarGurus shares in Q2 2026, an estimated $229K.
  • CarGurus made up 0.29% of Unique Wealth Strategies's portfolio in Q2 2026, its #88 holding.
  • Unique Wealth Strategies first reported a position in CarGurus in Q4 2025 and has held it in 3 quarters since.
  • 369 funds tracked by Wall St. Rank held CarGurus as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.