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 		– Sell
-12,900
Closed -$684 – 4112
2025
Q4 		$684 Hold
12,900
– – ﹤0.01% 3888
2025
Q3 		$61.8K Buy
+12,900
New +$594K ﹤0.01% 3742
2025
Q2 		– Sell
-67,900
Closed -$141K – 3699
2025
Q1 		$141K Hold
67,900
– – ﹤0.01% 3177
2024
Q4 		$59.8K Buy
+67,900
New +$2.94M ﹤0.01% 3224

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

Creative Planning's CART Position: Q2 2026 in Review

Creative Planning reduced its Maplebear (CART) stake by 5.5% in Q2 2026, selling an estimated $130K and leaving 53,671 shares worth $2.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1898.

Creative Planning first reported a position in CART in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.2M in Q2 2025. 501 funds tracked by Wall St. Rank hold CART as of Q2 2026.

  • Creative Planning held 53,671 shares of Maplebear worth $2.54M as of Q2 2026.
  • Creative Planning sold 3,109 Maplebear shares in Q2 2026, an estimated $130K.
  • Maplebear made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1898 holding.
  • Creative Planning first reported a position in Maplebear in Q1 2024 and has held it in 10 quarters since.
  • Creative Planning's Maplebear position peaked at $4.2M in Q2 2025.
  • 501 funds tracked by Wall St. Rank held Maplebear as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.