Golden State Wealth Management’s Maplebear CART Stock Holding History

Golden State 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
2026 Q2	$25.2K	Hold	533	–	–	﹤0.01%	904
2026 Q1	$20K	Hold	533	–	–	﹤0.01%	913
2025 Q4	$24K	Sell	533 -46	-8%	-$1.88K	﹤0.01%	882
2025 Q3	$21.3K	Buy	579 +46	+9%	+$2.12K	﹤0.01%	901
2025 Q2	$24.1K	Hold	533	–	–	﹤0.01%	837
2025 Q1	$21.3K	Hold	533	–	–	﹤0.01%	784
2024 Q4	$22.1K	Buy	+533	New	+$23.1K	﹤0.01%	746

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Golden State Wealth Management's CART Position: Q2 2026 in Review

Golden State Wealth Management held its Maplebear (CART) position steady in Q2 2026 at 533 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Golden State Wealth Management first reported a position in CART in Q4 2024 and has held it in 7 quarters since. 500 funds tracked by Wall St. Rank hold CART as of Q2 2026.

Golden State Wealth Management held 533 shares of Maplebear worth $25.2K as of Q2 2026.
Golden State Wealth Management left its Maplebear share count unchanged in Q2 2026.
Maplebear made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #904 holding.
Golden State Wealth Management first reported a position in Maplebear in Q4 2024 and has held it in 7 quarters since.
500 funds tracked by Wall St. Rank held Maplebear as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.