Carson Wealth (CWM LLC)
CART icon

Carson Wealth (CWM LLC)’s Maplebear CART Stock Holding History

Carson Wealth (CWM 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
Q1 		$552K Sell
14,740
-15,348
-51% -$582K ﹤0.01% 1936
2025
Q4 		$1.35M Buy
30,088
+28,454
+1,741% +$1.16M ﹤0.01% 1338
2025
Q3 		$60K Buy
1,634
+485
+42% +$22.3K ﹤0.01% 3371
2025
Q2 		$52K Buy
1,149
+91
+9% +$3.96K ﹤0.01% 3248
2025
Q1 		$42K Buy
1,058
+275
+35% +$12.2K ﹤0.01% 3109
2024
Q4 		$32K Buy
783
+62
+9% +$2.69K ﹤0.01% 3120
2024
Q3 		$29K Buy
721
+346
+92% +$12.1K ﹤0.01% 3108
2024
Q2 		$12K Buy
375
+222
+145% +$7.64K ﹤0.01% 3422
2024
Q1 		$6K Buy
153
+53
+53% +$1.55K ﹤0.01% 3559
2023
Q4 		$2K Hold
100
– – ﹤0.01% 3786
2023
Q3 		$3K Buy
+100
New +$3.03K ﹤0.01% 3637

Other funds holding CART

SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GGH
GCM Grosvenor Holdings Chicago, Illinois $2.31B AUM 18.36% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CART Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Maplebear (CART) stake by 51% in Q1 2026, selling an estimated $582K and leaving 14,740 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #1936.

Carson Wealth (CWM LLC) first reported a position in CART in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.35M in Q4 2025. 467 funds tracked by Wall St. Rank hold CART as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,740 shares of Maplebear worth $552K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 15,348 Maplebear shares in Q1 2026, an estimated $582K.
  • Maplebear made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1936 holding.
  • Carson Wealth (CWM LLC) first reported a position in Maplebear in Q3 2023 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s Maplebear position peaked at $1.35M in Q4 2025.
  • 467 funds tracked by Wall St. Rank held Maplebear as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.