JWA
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JFS Wealth Advisors’s Maplebear CART Stock Holding History

JFS 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
Q2 		$4.26K Buy
90
+22
+32% +$920 ﹤0.01% 1340
2026
Q1 		$2.55K Buy
68
+31
+84% +$1.18K ﹤0.01% 1439
2025
Q4 		$1.67K Buy
37
+17
+85% +$696 ﹤0.01% 1602
2025
Q3 		$736 Hold
20
– – ﹤0.01% 1684
2025
Q2 		$905 Buy
20
+19
+1,900% +$826 ﹤0.01% 1595
2025
Q1 		$40 Hold
1
– – ﹤0.01% 1904
2024
Q4 		$42 Hold
1
– – ﹤0.01% 1911
2024
Q3 		$41 Buy
+1
New +$35 ﹤0.01% 1939

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

JFS Wealth Advisors's CART Position: Q2 2026 in Review

JFS Wealth Advisors increased its Maplebear (CART) stake by 32% in Q2 2026, buying an estimated $920 and bringing the position to 90 shares worth $4.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

JFS Wealth Advisors first reported a position in CART in Q3 2024 and has held it in 8 quarters since. 500 funds tracked by Wall St. Rank hold CART as of Q2 2026.

  • JFS Wealth Advisors held 90 shares of Maplebear worth $4.26K as of Q2 2026.
  • JFS Wealth Advisors bought 22 Maplebear shares in Q2 2026, an estimated $920.
  • Maplebear made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1340 holding.
  • JFS Wealth Advisors first reported a position in Maplebear in Q3 2024 and has held it in 8 quarters since.
  • 500 funds tracked by Wall St. Rank held Maplebear as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.