Intentional Wealth Strategies’s Maplebear CART Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-27	Closed	-$1.01K	–	204
2026 Q1	$1.01K	Buy	+27	New	+$1.02K	﹤0.01%	758

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

Intentional Wealth Strategies's CART Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Maplebear (CART) in Q2 2026, closing a stake of 27 shares — an estimated $1.01K sold.

Intentional Wealth Strategies first reported a position in CART in Q1 2026 and held it in 1 quarter. The position peaked at $1.01K in Q1 2026. 500 funds tracked by Wall St. Rank hold CART as of Q2 2026.

Intentional Wealth Strategies reported no remaining Maplebear position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 27 Maplebear shares in Q2 2026, an estimated $1.01K.
Intentional Wealth Strategies first reported a position in Maplebear in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Maplebear position peaked at $1.01K in Q1 2026.
500 funds tracked by Wall St. Rank held Maplebear as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.