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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
Q2 		$579K Buy
12,219
+1,221
+11% +$51.1K 0.01% 1172
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 $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

Summit Trail Advisors's CART Position: Q2 2026 in Review

Summit Trail Advisors increased its Maplebear (CART) stake by 11% in Q2 2026, buying an estimated $51.1K and bringing the position to 12,219 shares worth $579K. The position accounts for 0.01% of the portfolio, ranked #1172.

Summit Trail Advisors first reported a position in CART in Q3 2025 and has held it in 4 quarters since. 501 funds tracked by Wall St. Rank hold CART as of Q2 2026.

  • Summit Trail Advisors held 12,219 shares of Maplebear worth $579K as of Q2 2026.
  • Summit Trail Advisors bought 1,221 Maplebear shares in Q2 2026, an estimated $51.1K.
  • Maplebear made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1172 holding.
  • Summit Trail Advisors first reported a position in Maplebear in Q3 2025 and has held it in 4 quarters since.
  • 501 funds tracked by Wall St. Rank held Maplebear as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.