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Forum Financial Management’s Maplebear CART Stock Holding History

Forum Financial 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
2026
Q2 		$231K Buy
+4,871
New +$204K ﹤0.01% 308
2026
Q1 		– Sell
-13,534
Closed -$609K – 439
2025
Q4 		$609K Buy
13,534
+7,103
+110% +$291K 0.01% 397
2025
Q3 		$236K Buy
6,431
+480
+8% +$22.1K ﹤0.01% 869
2025
Q2 		$269K Buy
5,951
+506
+9% +$22K ﹤0.01% 730
2025
Q1 		$217K Buy
+5,445
New +$242K ﹤0.01% 771
2024
Q4 		– Sell
-15,900
Closed -$648K – 940
2024
Q3 		$648K Hold
15,900
– – 0.01% 262
2024
Q2 		$511K Buy
+15,900
New +$547K 0.01% 297

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

Forum Financial Management's CART Position: Q2 2026 in Review

Forum Financial Management opened a new position in Maplebear (CART) in Q2 2026: 4,871 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #308 among its holdings. This is a return to the name: Forum Financial Management previously reported a position in CART as recently as Q4 2025.

Forum Financial Management first reported a position in CART in Q2 2024 and has held it in 7 quarters since. The position peaked at $648K in Q3 2024. 501 funds tracked by Wall St. Rank hold CART as of Q2 2026.

  • Forum Financial Management held 4,871 shares of Maplebear worth $231K as of Q2 2026.
  • Maplebear was a new Forum Financial Management position in Q2 2026.
  • Maplebear made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #308 holding.
  • Forum Financial Management first reported a position in Maplebear in Q2 2024 and has held it in 7 quarters since.
  • Forum Financial Management's Maplebear position peaked at $648K in Q3 2024.
  • 501 funds tracked by Wall St. Rank held Maplebear as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.