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 Q3	$214K	Buy	4,955 +84	+2%	+$3.97K	﹤0.01%	310
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

AMI Asset Management Los Angeles, California $1.74B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Loftus Peak Sydney, Australia $781M AUM

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Forum Financial Management's CART Position: Q3 2026 in Review

Forum Financial Management increased its Maplebear (CART) stake by 1.7% in Q3 2026, buying an estimated $3.97K and bringing the position to 4,955 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Forum Financial Management first reported a position in CART in Q2 2024 and has held it in 8 quarters since. The position peaked at $648K in Q3 2024. 136 funds tracked by Wall St. Rank hold CART as of Q3 2026.

Forum Financial Management held 4,955 shares of Maplebear worth $214K as of Q3 2026.
Forum Financial Management bought 84 Maplebear shares in Q3 2026, an estimated $3.97K.
Maplebear made up ﹤0.01% of Forum Financial Management's portfolio in Q3 2026, its #310 holding.
Forum Financial Management first reported a position in Maplebear in Q2 2024 and has held it in 8 quarters since.
Forum Financial Management's Maplebear position peaked at $648K in Q3 2024.
136 funds tracked by Wall St. Rank held Maplebear as of Q3 2026.

Based on Forum Financial Management's 13F filing for Q3 2026, filed 16 Oct 2026.