Private Client Services’s Maplebear CART Stock Holding History

Private Client 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 Q3	$936K	Buy	21,698 +1,473	+7%	+$69.6K	0.25%	80
2026 Q2	$958K	Sell	20,225 -1,448	-7%	-$60.6K	0.25%	81
2026 Q1	$812K	Buy	21,673 +3,261	+18%	+$124K	0.24%	75
2025 Q4	$828K	Sell	18,412 -22,319	-55%	-$913K	0.26%	75
2025 Q3	$1.5M	Buy	40,731 +167	+0.4%	+$7.69K	0.5%	52
2025 Q2	$1.84M	Sell	40,564 -1,185	-3%	-$51.5K	0.71%	35
2025 Q1	$1.67M	Buy	+41,749	New	+$1.85M	0.82%	35

Other funds holding CART

LPPL

Loftus Peak Pty Ltd Sydney, Australia $781M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Private Client Services's CART Position: Q3 2026 in Review

Private Client Services increased its Maplebear (CART) stake by 7.3% in Q3 2026, buying an estimated $69.6K and bringing the position to 21,698 shares worth $936K. The position accounts for 0.25% of the portfolio, ranked #80.

Private Client Services first reported a position in CART in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.84M in Q2 2025. 28 funds tracked by Wall St. Rank hold CART as of Q3 2026.

Private Client Services held 21,698 shares of Maplebear worth $936K as of Q3 2026.
Private Client Services bought 1,473 Maplebear shares in Q3 2026, an estimated $69.6K.
Maplebear made up 0.25% of Private Client Services's portfolio in Q3 2026, its #80 holding.
Private Client Services first reported a position in Maplebear in Q1 2025 and has held it in 7 quarters since.
Private Client Services's Maplebear position peaked at $1.84M in Q2 2025.
28 funds tracked by Wall St. Rank held Maplebear as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.