CAPTRUST Financial Advisors’s Maplebear CART Stock Holding History

CAPTRUST Financial Advisors’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 Q3	$1.22M	Sell	28,283 -36	-0.1%	-$1.7K	﹤0.01%	1644
2026 Q2	$1.34M	Sell	28,319 -4,829	-15%	-$202K	﹤0.01%	1570
2026 Q1	$1.24M	Buy	33,148 +4,398	+15%	+$167K	﹤0.01%	1485
2025 Q4	$1.29M	Sell	28,750 -469,012	-94%	-$19.2M	﹤0.01%	1349
2025 Q3	$18.3M	Buy	497,762 +103,476	+26%	+$4.76M	0.04%	343
2025 Q2	$17.8M	Buy	+394,286	New	+$17.1M	0.04%	335

Other funds holding CART

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

CAPTRUST Financial Advisors's CART Position: Q3 2026 in Review

CAPTRUST Financial Advisors reduced its Maplebear (CART) stake by 0.13% in Q3 2026, selling an estimated $1.7K and leaving 28,283 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

CAPTRUST Financial Advisors first reported a position in CART in Q2 2025 and has held it in 6 quarters since. The position peaked at $18.3M in Q3 2025. 308 funds tracked by Wall St. Rank hold CART as of Q3 2026.

CAPTRUST Financial Advisors held 28,283 shares of Maplebear worth $1.22M as of Q3 2026.
CAPTRUST Financial Advisors sold 36 Maplebear shares in Q3 2026, an estimated $1.7K.
Maplebear made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #1644 holding.
CAPTRUST Financial Advisors first reported a position in Maplebear in Q2 2025 and has held it in 6 quarters since.
CAPTRUST Financial Advisors's Maplebear position peaked at $18.3M in Q3 2025.
308 funds tracked by Wall St. Rank held Maplebear as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.