CWM
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Congress Wealth Management’s Maplebear CART Stock Holding History

Congress 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
Q2 		$3.32M Buy
73,488
+6,037
+9% +$263K 0.03% 463
2025
Q1 		$2.69M Buy
+67,451
New +$3M 0.03% 436

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 $3.38T AUM 44.17% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Congress Wealth Management's CART Position: Q2 2025 in Review

Congress Wealth Management increased its Maplebear (CART) stake by 9% in Q2 2025, buying an estimated $263K and bringing the position to 73,488 shares worth $3.32M. The position accounts for 0.03% of the portfolio, ranked #463.

Congress Wealth Management first reported a position in CART in Q1 2025 and has held it in 2 quarters since. 468 funds tracked by Wall St. Rank hold CART as of Q2 2025.

  • Congress Wealth Management held 73,488 shares of Maplebear worth $3.32M as of Q2 2025.
  • Congress Wealth Management bought 6,037 Maplebear shares in Q2 2025, an estimated $263K.
  • Maplebear made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #463 holding.
  • Congress Wealth Management first reported a position in Maplebear in Q1 2025 and has held it in 2 quarters since.
  • 468 funds tracked by Wall St. Rank held Maplebear as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.