CreativeOne Wealth’s Maplebear CART Stock Holding History

CreativeOne Wealth’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 Q1	–	Sell	-5,424	Closed	-$225K	–	1070
2024 Q4	$225K	Buy	+5,424	New	+$235K	0.01%	981

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CreativeOne Wealth's CART Position: Q1 2025 in Review

CreativeOne Wealth sold out of Maplebear (CART) in Q1 2025, closing a stake of 5,424 shares — an estimated $225K sold.

CreativeOne Wealth first reported a position in CART in Q4 2024 and held it in 1 quarter. The position peaked at $225K in Q4 2024. 419 funds tracked by Wall St. Rank hold CART as of Q1 2025.

CreativeOne Wealth reported no remaining Maplebear position as of Q1 2025 after selling out during the quarter.
CreativeOne Wealth sold 5,424 Maplebear shares in Q1 2025, an estimated $225K.
CreativeOne Wealth first reported a position in Maplebear in Q4 2024 and held it in 1 quarter.
CreativeOne Wealth's Maplebear position peaked at $225K in Q4 2024.
419 funds tracked by Wall St. Rank held Maplebear as of Q1 2025.

Based on CreativeOne Wealth's 13F filing for Q1 2025, filed 14 May 2025.