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Strategic Wealth Partners’s Maplebear CART Stock Holding History

Strategic Wealth 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
Q1 		$4.08K Sell
109
-762
-87% -$28.9K ﹤0.01% 1068
2025
Q4 		$39.2K Sell
871
-15,046
-95% -$616K ﹤0.01% 562
2025
Q3 		$585K Buy
+15,917
New +$733K 0.04% 208

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 $5.72T 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 $41.5B AUM 42.97% 1-Year Est. Return

Strategic Wealth Partners's CART Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Maplebear (CART) stake by 87% in Q1 2026, selling an estimated $28.9K and leaving 109 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Strategic Wealth Partners first reported a position in CART in Q3 2025 and has held it in 3 quarters since. The position peaked at $585K in Q3 2025. 466 funds tracked by Wall St. Rank hold CART as of Q1 2026.

  • Strategic Wealth Partners held 109 shares of Maplebear worth $4.08K as of Q1 2026.
  • Strategic Wealth Partners sold 762 Maplebear shares in Q1 2026, an estimated $28.9K.
  • Maplebear made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1068 holding.
  • Strategic Wealth Partners first reported a position in Maplebear in Q3 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's Maplebear position peaked at $585K in Q3 2025.
  • 466 funds tracked by Wall St. Rank held Maplebear as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.