Position in CARG
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$128,635
+$15,737 QoQ
Shares Held
3,778
+28.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CARG Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $1,785,465 across 18 Auto & Truck Dealerships names. CARG ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMX |
Carmax Inc
|
11,341 | $471,552 | |
| 2 | AN |
Autonation, Inc.
|
1,938 | $378,408 | |
| 3 | GPI |
Group 1 Automotive Inc
|
684 | $226,145 | |
| 4 | LAD |
Lithia Motors Inc
|
622 | $155,320 | |
| 5 | CARG |
CarGurus, Inc.
This page
|
3,778 | $128,635 | |
| 6 | MCW |
Mister Car Wash, Inc.
|
15,125 | $105,416 | |
| 7 | CVNA |
Carvana Co.
|
1,024 | $64,377 | |
| 8 | RUSHA |
Rush Enterprises Inc \Tx\
|
901 | $59,560 |
All Filings in CARG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $128,635 | 3,778 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $112,898 | 2,944 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $99,588 | 2,675 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $54,855 | 1,639 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,066 | 277 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $221,942 | 6,074 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $90 | 3 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $78 | 3 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $69 | 3 | Shares | Sole | 2024-06-11 | |
| No filing history on record for this holder in this stock. | ||||||