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Diversify Wealth Management’s Maplebear CART Stock Holding History

Diversify 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
Q4 		– Sell
-18,723
Closed -$701K – 625
2025
Q3 		$701K Buy
18,723
+36
+0.2% +$1.66K 0.04% 330
2025
Q2 		$953K Buy
18,687
+4,019
+27% +$175K 0.06% 277
2025
Q1 		$584K Buy
+14,668
New +$652K 0.04% 329

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
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GGH
GCM Grosvenor Holdings Chicago, Illinois $2.31B AUM 18.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Diversify Wealth Management's CART Position: Q4 2025 in Review

Diversify Wealth Management sold out of Maplebear (CART) in Q4 2025, closing a stake of 18,723 shares — an estimated $701K sold.

Diversify Wealth Management first reported a position in CART in Q1 2025 and held it in 3 quarters. The position peaked at $953K in Q2 2025. 445 funds tracked by Wall St. Rank hold CART as of Q4 2025.

  • Diversify Wealth Management reported no remaining Maplebear position as of Q4 2025 after selling out during the quarter.
  • Diversify Wealth Management sold 18,723 Maplebear shares in Q4 2025, an estimated $701K.
  • Diversify Wealth Management first reported a position in Maplebear in Q1 2025 and held it in 3 quarters.
  • Diversify Wealth Management's Maplebear position peaked at $953K in Q2 2025.
  • 445 funds tracked by Wall St. Rank held Maplebear as of Q4 2025.

Based on Diversify Wealth Management's 13F filing for Q4 2025, filed 3 Feb 2026.