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Spire Wealth Management’s Maplebear CART Stock Holding History

Spire Wealth Management’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
-14
Closed -$535 – 2249
2026
Q1 		$535 Buy
+14
New +$531 ﹤0.01% 2233
2025
Q4 		– Sell
-978
Closed -$36K – 2327
2025
Q3 		$36K Sell
978
-568
-37% -$26.2K ﹤0.01% 1339
2025
Q2 		$70K Buy
1,546
+508
+49% +$22.1K ﹤0.01% 1097
2025
Q1 		$41.4K Buy
+1,038
New +$46.1K ﹤0.01% 1348

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

Spire Wealth Management's CART Position: Q2 2026 in Review

Spire Wealth Management sold out of Maplebear (CART) in Q2 2026, closing a stake of 14 shares — an estimated $535 sold.

Spire Wealth Management first reported a position in CART in Q1 2025 and held it in 4 quarters. The position peaked at $70K in Q2 2025. 500 funds tracked by Wall St. Rank hold CART as of Q2 2026.

  • Spire Wealth Management reported no remaining Maplebear position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 14 Maplebear shares in Q2 2026, an estimated $535.
  • Spire Wealth Management first reported a position in Maplebear in Q1 2025 and held it in 4 quarters.
  • Spire Wealth Management's Maplebear position peaked at $70K in Q2 2025.
  • 500 funds tracked by Wall St. Rank held Maplebear as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.