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RFG Advisory’s Maplebear CART Stock Holding History

RFG Advisory’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 		$535K Buy
11,289
+59
+0.5% +$2.47K 0.01% 770
2026
Q1 		$421K Buy
11,230
+30
+0.3% +$1.14K 0.01% 802
2025
Q4 		$504K Sell
11,200
-275
-2% -$11.3K 0.01% 713
2025
Q3 		$422K Sell
11,475
-343
-3% -$15.8K 0.01% 736
2025
Q2 		$535K Sell
11,818
-2,300
-16% -$100K 0.01% 595
2025
Q1 		$563K Buy
+14,118
New +$627K 0.02% 532

Other funds holding CART

AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

RFG Advisory's CART Position: Q2 2026 in Review

RFG Advisory increased its Maplebear (CART) stake by 0.53% in Q2 2026, buying an estimated $2.47K and bringing the position to 11,289 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #770.

RFG Advisory first reported a position in CART in Q1 2025 and has held it in 6 quarters since. The position peaked at $563K in Q1 2025. 96 funds tracked by Wall St. Rank hold CART as of Q2 2026.

  • RFG Advisory held 11,289 shares of Maplebear worth $535K as of Q2 2026.
  • RFG Advisory bought 59 Maplebear shares in Q2 2026, an estimated $2.47K.
  • Maplebear made up 0.01% of RFG Advisory's portfolio in Q2 2026, its #770 holding.
  • RFG Advisory first reported a position in Maplebear in Q1 2025 and has held it in 6 quarters since.
  • RFG Advisory's Maplebear position peaked at $563K in Q1 2025.
  • 96 funds tracked by Wall St. Rank held Maplebear as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.