CFFP
CART icon

Center for Financial Planning’s Maplebear CART Stock Holding History

Center for Financial Planning’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 		$9.23K Sell
195
-100
-34% -$4.18K ﹤0.01% 510
2026
Q1 		$11.1K Buy
295
+95
+48% +$3.6K ﹤0.01% 482
2025
Q4 		$9K Hold
200
– – ﹤0.01% 503
2025
Q3 		$7.35K Hold
200
– – ﹤0.01% 516
2025
Q2 		$9.05K Hold
200
– – ﹤0.01% 469
2025
Q1 		$7.98K Hold
200
– – ﹤0.01% 495
2024
Q4 		$8.28K Hold
200
– – ﹤0.01% 445
2024
Q3 		$8.15K Hold
200
– – ﹤0.01% 420
2024
Q2 		$6.43K Hold
200
– – ﹤0.01% 438
2024
Q1 		$7.46K Buy
+200
New +$5.85K ﹤0.01% 435

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 $3.37T AUM 44.26% 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

Center for Financial Planning's CART Position: Q2 2026 in Review

Center for Financial Planning reduced its Maplebear (CART) stake by 34% in Q2 2026, selling an estimated $4.18K and leaving 195 shares worth $9.23K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Center for Financial Planning first reported a position in CART in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.1K in Q1 2026. 500 funds tracked by Wall St. Rank hold CART as of Q2 2026.

  • Center for Financial Planning held 195 shares of Maplebear worth $9.23K as of Q2 2026.
  • Center for Financial Planning sold 100 Maplebear shares in Q2 2026, an estimated $4.18K.
  • Maplebear made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #510 holding.
  • Center for Financial Planning first reported a position in Maplebear in Q1 2024 and has held it in 10 quarters since.
  • Center for Financial Planning's Maplebear position peaked at $11.1K in Q1 2026.
  • 500 funds tracked by Wall St. Rank held Maplebear as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.