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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
Q2 		– Sell
-109
Closed -$4.08K – 1476
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 $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 $3.38T AUM 44.17% 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

Strategic Wealth Partners's CART Position: Q2 2026 in Review

Strategic Wealth Partners sold out of Maplebear (CART) in Q2 2026, closing a stake of 109 shares — an estimated $4.08K sold.

Strategic Wealth Partners first reported a position in CART in Q3 2025 and held it in 3 quarters. The position peaked at $585K in Q3 2025. 500 funds tracked by Wall St. Rank hold CART as of Q2 2026.

  • Strategic Wealth Partners reported no remaining Maplebear position as of Q2 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 109 Maplebear shares in Q2 2026, an estimated $4.08K.
  • Strategic Wealth Partners first reported a position in Maplebear in Q3 2025 and held it in 3 quarters.
  • Strategic Wealth Partners's Maplebear position peaked at $585K in Q3 2025.
  • 500 funds tracked by Wall St. Rank held Maplebear as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.