Wedmont Private Capital’s Avis CAR Stock Holding History

Wedmont Private Capital’s Portfolio CAR Stock Details CAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$227K	Sell	2,068 -147	-7%	-$20.6K	0.01%	908
2026 Q2	$346K	Sell	2,215 -221	-9%	-$48.6K	0.01%	686
2026 Q1	$637K	Buy	2,436 +686	+39%	+$78.2K	0.02%	418
2025 Q4	$222K	Buy	1,750 +126	+8%	+$17.6K	0.01%	748
2025 Q3	$242K	Buy	1,624 +93	+6%	+$15.7K	0.01%	682
2025 Q2	$272K	Buy	+1,531	New	+$165K	0.01%	609

Other funds holding CAR

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Wedmont Private Capital's CAR Position: Q3 2026 in Review

Wedmont Private Capital reduced its Avis (CAR) stake by 6.6% in Q3 2026, selling an estimated $20.6K and leaving 2,068 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #908.

Wedmont Private Capital first reported a position in CAR in Q2 2025 and has held it in 6 quarters since. The position peaked at $637K in Q1 2026. 6 funds tracked by Wall St. Rank hold CAR as of Q3 2026.

Wedmont Private Capital held 2,068 shares of Avis worth $227K as of Q3 2026.
Wedmont Private Capital sold 147 Avis shares in Q3 2026, an estimated $20.6K.
Avis made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #908 holding.
Wedmont Private Capital first reported a position in Avis in Q2 2025 and has held it in 6 quarters since.
Wedmont Private Capital's Avis position peaked at $637K in Q1 2026.
6 funds tracked by Wall St. Rank held Avis as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.