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Twin Peaks Wealth Advisors’s Maplebear CART Stock Holding History

Twin Peaks Wealth 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 		– Sell
-15
Closed -$562 – 538
2026
Q1 		$562 Buy
+15
New +$569 ﹤0.01% 2011
2025
Q3 		– Sell
-80
Closed -$4.08K – 471
2025
Q2 		$4.08K Buy
+80
New +$3.48K ﹤0.01% 1395

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

Twin Peaks Wealth Advisors's CART Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Maplebear (CART) in Q2 2026, closing a stake of 15 shares — an estimated $562 sold.

Twin Peaks Wealth Advisors first reported a position in CART in Q2 2025 and held it in 2 quarters. The position peaked at $4.08K in Q2 2025. 500 funds tracked by Wall St. Rank hold CART as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Maplebear position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 15 Maplebear shares in Q2 2026, an estimated $562.
  • Twin Peaks Wealth Advisors first reported a position in Maplebear in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Maplebear position peaked at $4.08K in Q2 2025.
  • 500 funds tracked by Wall St. Rank held Maplebear as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.