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Summit Trail Advisors’s Maplebear CART Stock Holding History

Summit Trail Advisors’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 		$412K Buy
10,998
+2,865
+35% +$109K 0.01% 1225
2025
Q4 		$366K Sell
8,133
-570
-7% -$23.3K 0.01% 1171
2025
Q3 		$320K Buy
+8,703
New +$401K ﹤0.01% 1193

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

Summit Trail Advisors's CART Position: Q1 2026 in Review

Summit Trail Advisors increased its Maplebear (CART) stake by 35% in Q1 2026, buying an estimated $109K and bringing the position to 10,998 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #1225.

Summit Trail Advisors first reported a position in CART in Q3 2025 and has held it in 3 quarters since. 466 funds tracked by Wall St. Rank hold CART as of Q1 2026.

  • Summit Trail Advisors held 10,998 shares of Maplebear worth $412K as of Q1 2026.
  • Summit Trail Advisors bought 2,865 Maplebear shares in Q1 2026, an estimated $109K.
  • Maplebear made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1225 holding.
  • Summit Trail Advisors first reported a position in Maplebear in Q3 2025 and has held it in 3 quarters since.
  • 466 funds tracked by Wall St. Rank held Maplebear as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.