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Bogart Wealth LLC’s Maplebear CART Stock Holding History

Bogart Wealth LLC’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
2026
Q2 		$1.89K Buy
+40
New +$1.67K ﹤0.01% 1472
2026
Q1 		– Sell
-14
Closed -$630 – 1838
2025
Q4 		$630 Buy
+14
New +$573 ﹤0.01% 1401

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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GGH
GCM Grosvenor Holdings Chicago, Illinois $2.31B AUM 18.36% 1-Year Est. Return

Bogart Wealth LLC's CART Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Maplebear (CART) in Q2 2026: 40 shares worth $1.89K. The stake represents ﹤0.01% of the portfolio and ranks #1472 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in CART as recently as Q4 2025.

Bogart Wealth LLC first reported a position in CART in Q4 2025 and has held it in 2 quarters since. 500 funds tracked by Wall St. Rank hold CART as of Q2 2026.

  • Bogart Wealth LLC held 40 shares of Maplebear worth $1.89K as of Q2 2026.
  • Maplebear was a new Bogart Wealth LLC position in Q2 2026.
  • Maplebear made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1472 holding.
  • Bogart Wealth LLC first reported a position in Maplebear in Q4 2025 and has held it in 2 quarters since.
  • 500 funds tracked by Wall St. Rank held Maplebear as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.