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Legacy Wealth Management (Idaho)’s Maplebear CART Stock Holding History

Legacy Wealth Management (Idaho)’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
-19
Closed -$712 – 303
2026
Q1 		$712 Sell
19
-69
-78% -$2.62K ﹤0.01% 910
2025
Q4 		$3.96K Buy
+88
New +$3.6K ﹤0.01% 574

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 $3.38T AUM 44.17% 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

Legacy Wealth Management (Idaho)'s CART Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Maplebear (CART) in Q2 2026, closing a stake of 19 shares — an estimated $712 sold.

Legacy Wealth Management (Idaho) first reported a position in CART in Q4 2025 and held it in 2 quarters. The position peaked at $3.96K in Q4 2025. 500 funds tracked by Wall St. Rank hold CART as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Maplebear position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 19 Maplebear shares in Q2 2026, an estimated $712.
  • Legacy Wealth Management (Idaho) first reported a position in Maplebear in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Maplebear position peaked at $3.96K in Q4 2025.
  • 500 funds tracked by Wall St. Rank held Maplebear as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.