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Steward Partners Investment Advisory’s Maplebear CART Stock Holding History

Steward Partners Investment 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
Q1 		$60.1K Sell
1,605
-295
-16% -$11.2K ﹤0.01% 2686
2025
Q4 		$85.5K Sell
1,900
-1,016
-35% -$41.6K ﹤0.01% 2387
2025
Q3 		$107K Sell
2,916
-156
-5% -$7.18K ﹤0.01% 2194
2025
Q2 		$139K Buy
3,072
+503
+20% +$21.9K ﹤0.01% 1929
2025
Q1 		$102K Buy
2,569
+1,537
+149% +$68.3K ﹤0.01% 2002
2024
Q4 		$42.7K Buy
1,032
+132
+15% +$5.72K ﹤0.01% 2422
2024
Q3 		$36.7K Hold
900
– – ﹤0.01% 2391
2024
Q2 		$28.9K Sell
900
-25
-3% -$860 ﹤0.01% 2363
2024
Q1 		$34.5K Sell
925
-300
-24% -$8.78K ﹤0.01% 2280
2023
Q4 		$28.8K Hold
1,225
– – ﹤0.01% 2222
2023
Q3 		$36.4K Buy
+1,225
New +$37.1K ﹤0.01% 2052

Other funds holding CART

SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GGH
GCM Grosvenor Holdings Chicago, Illinois $901M AUM 28.6% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.3B AUM 42.97% 1-Year Est. Return