PWMG
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Private Wealth Management Group’s Maplebear CART Stock Holding History

Private Wealth Management Group’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 		$3.22K Hold
68
– – ﹤0.01% 1002
2026
Q1 		$2.55K Buy
+68
New +$2.58K ﹤0.01% 1006

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

Private Wealth Management Group's CART Position: Q2 2026 in Review

Private Wealth Management Group held its Maplebear (CART) position steady in Q2 2026 at 68 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

Private Wealth Management Group first reported a position in CART in Q1 2026 and has held it in 2 quarters since. 500 funds tracked by Wall St. Rank hold CART as of Q2 2026.

  • Private Wealth Management Group held 68 shares of Maplebear worth $3.22K as of Q2 2026.
  • Private Wealth Management Group left its Maplebear share count unchanged in Q2 2026.
  • Maplebear made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1002 holding.
  • Private Wealth Management Group first reported a position in Maplebear in Q1 2026 and has held it in 2 quarters since.
  • 500 funds tracked by Wall St. Rank held Maplebear as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.