Morgan Stanley

Morgan Stanley’s Maplebear CART Stock Holding History

Morgan Stanley’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 Q1	$69.4M	Sell	1,853,448 -170,407	-8%	-$6.46M	﹤0.01%	1776
2025 Q4	$91M	Sell	2,023,855 -1,028,752	-34%	-$42.1M	0.01%	1532
2025 Q3	$112M	Buy	3,052,607 +1,379,724	+82%	+$63.5M	0.01%	1310
2025 Q2	$75.7M	Buy	1,672,883 +330,454	+25%	+$14.4M	﹤0.01%	1549
2025 Q1	$53.5M	Sell	1,342,429 -489,163	-27%	-$21.7M	﹤0.01%	1757
2024 Q4	$75.9M	Sell	1,831,592 -767,204	-30%	-$33.2M	0.01%	1465
2024 Q3	$106M	Sell	2,598,796 -1,382,168	-35%	-$48.5M	0.01%	1196
2024 Q2	$128M	Buy	3,980,964 +1,830,730	+85%	+$63M	0.01%	1027
2024 Q1	$80.2M	Buy	2,150,234 +546,792	+34%	+$16M	0.01%	1346
2023 Q4	$37.6M	Buy	1,603,442 +1,467,150	+1,076%	+$36.9M	﹤0.01%	2744
2023 Q3	$4.05M	Buy	+136,292	New	+$4.13M	﹤0.01%	3900

Other funds holding CART

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GCM Grosvenor Holdings Chicago, Illinois $901M AUM 28.6% 1-Year Est. Return

Holocene Advisors

Holocene Advisors New York $41.3B AUM 42.97% 1-Year Est. Return