NEWAS
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N.E.W. Advisory Services’s Maplebear CART Stock Holding History

N.E.W. Advisory Services’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
-50
Closed -$1.87K – 987
2026
Q1 		$1.87K Hold
50
– – ﹤0.01% 833
2025
Q4 		$2.25K Hold
50
– – ﹤0.01% 780
2025
Q3 		$1.84K Buy
+50
New +$2.3K ﹤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
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

N.E.W. Advisory Services's CART Position: Q2 2026 in Review

N.E.W. Advisory Services sold out of Maplebear (CART) in Q2 2026, closing a stake of 50 shares — an estimated $1.87K sold.

N.E.W. Advisory Services first reported a position in CART in Q3 2025 and held it in 3 quarters. The position peaked at $2.25K in Q4 2025. 501 funds tracked by Wall St. Rank hold CART as of Q2 2026.

  • N.E.W. Advisory Services reported no remaining Maplebear position as of Q2 2026 after selling out during the quarter.
  • N.E.W. Advisory Services sold 50 Maplebear shares in Q2 2026, an estimated $1.87K.
  • N.E.W. Advisory Services first reported a position in Maplebear in Q3 2025 and held it in 3 quarters.
  • N.E.W. Advisory Services's Maplebear position peaked at $2.25K in Q4 2025.
  • 501 funds tracked by Wall St. Rank held Maplebear as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.