EWA
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EverSource Wealth Advisors’s Maplebear CART Stock Holding History

EverSource Wealth Advisors’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 		$30.5K Sell
814
-812
-50% -$30.8K ﹤0.01% 2235
2025
Q4 		$73.1K Buy
1,626
+1,063
+189% +$43.5K ﹤0.01% 1484
2025
Q3 		$20.7K Buy
563
+138
+32% +$6.35K ﹤0.01% 2331
2025
Q2 		$19.2K Buy
425
+245
+136% +$10.7K ﹤0.01% 2320
2025
Q1 		$7.18K Buy
180
+22
+14% +$977 ﹤0.01% 2304
2024
Q4 		$6.54K Buy
158
+33
+26% +$1.43K ﹤0.01% 2222
2024
Q3 		$5.09K Hold
125
– – ﹤0.01% 2216
2024
Q2 		$4.31K Hold
125
– – ﹤0.01% 2271
2024
Q1 		$4.27K Hold
125
– – ﹤0.01% 2118
2023
Q4 		$2.93K Hold
125
– – ﹤0.01% 2062
2023
Q3 		$3.71K Buy
+125
New +$3.79K ﹤0.01% 1816

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 $5.72T 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 $41.5B AUM 42.97% 1-Year Est. Return

EverSource Wealth Advisors's CART Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Maplebear (CART) stake by 50% in Q1 2026, selling an estimated $30.8K and leaving 814 shares worth $30.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2235.

EverSource Wealth Advisors first reported a position in CART in Q3 2023 and has held it in 11 quarters since. The position peaked at $73.1K in Q4 2025. 466 funds tracked by Wall St. Rank hold CART as of Q1 2026.

  • EverSource Wealth Advisors held 814 shares of Maplebear worth $30.5K as of Q1 2026.
  • EverSource Wealth Advisors sold 812 Maplebear shares in Q1 2026, an estimated $30.8K.
  • Maplebear made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2235 holding.
  • EverSource Wealth Advisors first reported a position in Maplebear in Q3 2023 and has held it in 11 quarters since.
  • EverSource Wealth Advisors's Maplebear position peaked at $73.1K in Q4 2025.
  • 466 funds tracked by Wall St. Rank held Maplebear as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.