Creative Planning
CART icon

Creative Planning’s Maplebear CART Stock Holding History

Creative 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
Q1 		$2.13M Buy
56,780
+1,453
+3% +$55.1K ﹤0.01% 1840
2025
Q4 		$2.49M Buy
55,327
+15,875
+40% +$650K ﹤0.01% 1545
2025
Q3 		$1.45M Sell
39,452
-53,394
-58% -$2.46M ﹤0.01% 1793
2025
Q2 		$4.2M Buy
92,846
+2,417
+3% +$105K ﹤0.01% 844
2025
Q1 		$3.61M Buy
90,429
+10,350
+13% +$460K ﹤0.01% 842
2024
Q4 		$3.32M Sell
80,079
-38,723
-33% -$1.68M ﹤0.01% 847
2024
Q3 		$2.98M Buy
118,802
+109,236
+1,142% +$3.83M ﹤0.01% 863
2024
Q2 		$307K Buy
9,566
+831
+10% +$28.6K ﹤0.01% 2325
2024
Q1 		$326K Buy
+8,735
New +$256K ﹤0.01% 2184

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 $11.2B AUM 15.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GGH
GCM Grosvenor Holdings Chicago, Illinois $901M AUM 28.6% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.3B AUM 42.97% 1-Year Est. Return