PWPS
CART icon

Pinnacle Wealth Planning Services’s Maplebear CART Stock Holding History

Pinnacle Wealth Planning 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 		$3.17K Buy
67
+40
+148% +$1.67K ﹤0.01% 2381
2026
Q1 		$1.01K Sell
27
-6
-18% -$228 ﹤0.01% 2553
2025
Q4 		$1.48K Buy
+33
New +$1.35K ﹤0.01% 2539

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

Pinnacle Wealth Planning Services's CART Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Maplebear (CART) stake by 148% in Q2 2026, buying an estimated $1.67K and bringing the position to 67 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #2381.

Pinnacle Wealth Planning Services first reported a position in CART in Q4 2025 and has held it in 3 quarters since. 501 funds tracked by Wall St. Rank hold CART as of Q2 2026.

  • Pinnacle Wealth Planning Services held 67 shares of Maplebear worth $3.17K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 40 Maplebear shares in Q2 2026, an estimated $1.67K.
  • Maplebear made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2381 holding.
  • Pinnacle Wealth Planning Services first reported a position in Maplebear in Q4 2025 and has held it in 3 quarters since.
  • 501 funds tracked by Wall St. Rank held Maplebear as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.