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Root Financial Partners’s Maplebear CART Stock Holding History

Root Financial Partners’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
-432
Closed -$16.2K – 860
2026
Q1 		$16.2K Buy
432
+69
+19% +$2.62K ﹤0.01% 1439
2025
Q4 		$16.3K Buy
363
+167
+85% +$6.83K ﹤0.01% 1273
2025
Q3 		$7.21K Buy
+196
New +$9.03K ﹤0.01% 1579

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Root Financial Partners's CART Position: Q2 2026 in Review

Root Financial Partners sold out of Maplebear (CART) in Q2 2026, closing a stake of 432 shares — an estimated $16.2K sold.

Root Financial Partners first reported a position in CART in Q3 2025 and held it in 3 quarters. The position peaked at $16.3K in Q4 2025. 133 funds tracked by Wall St. Rank hold CART as of Q2 2026.

  • Root Financial Partners reported no remaining Maplebear position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 432 Maplebear shares in Q2 2026, an estimated $16.2K.
  • Root Financial Partners first reported a position in Maplebear in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Maplebear position peaked at $16.3K in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Maplebear as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.