AAS
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Avantax Advisory Services’s Maplebear CART Stock Holding History

Avantax Advisory Services’s Portfolio CART Stock Details CART Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$204K Buy
+4,499
New +$196K ﹤0.01% 2195

Other funds holding CART

SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GGH
GCM Grosvenor Holdings Chicago, Illinois $2.31B AUM 18.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Avantax Advisory Services's CART Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Maplebear (CART) in Q2 2025: 4,499 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #2195 among its holdings.

468 funds tracked by Wall St. Rank hold CART as of Q2 2025.

  • Avantax Advisory Services held 4,499 shares of Maplebear worth $204K as of Q2 2025.
  • Maplebear was a new Avantax Advisory Services position in Q2 2025.
  • Maplebear made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2195 holding.
  • 468 funds tracked by Wall St. Rank held Maplebear as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.