BWM
CART icon

Bernard Wealth Management’s Maplebear CART Stock Holding History

Bernard Wealth Management’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
Q1 		– Sell
-116
Closed -$4.8K – 395
2024
Q4 		$4.8K Buy
+116
New +$5.03K ﹤0.01% 237

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bernard Wealth Management's CART Position: Q1 2025 in Review

Bernard Wealth Management sold out of Maplebear (CART) in Q1 2025, closing a stake of 116 shares — an estimated $4.8K sold.

Bernard Wealth Management first reported a position in CART in Q4 2024 and held it in 1 quarter. The position peaked at $4.8K in Q4 2024. 419 funds tracked by Wall St. Rank hold CART as of Q1 2025.

  • Bernard Wealth Management reported no remaining Maplebear position as of Q1 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 116 Maplebear shares in Q1 2025, an estimated $4.8K.
  • Bernard Wealth Management first reported a position in Maplebear in Q4 2024 and held it in 1 quarter.
  • Bernard Wealth Management's Maplebear position peaked at $4.8K in Q4 2024.
  • 419 funds tracked by Wall St. Rank held Maplebear as of Q1 2025.

Based on Bernard Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.