UCFA
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United Capital Financial Advisors’s Maplebear CART Stock Holding History

United Capital Financial 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 		$521K Buy
13,901
+7,186
+107% +$273K ﹤0.01% 1052
2025
Q4 		$302K Buy
6,715
+474
+8% +$19.4K ﹤0.01% 1166
2025
Q3 		$229K Buy
+6,241
New +$287K ﹤0.01% 1108

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

United Capital Financial Advisors's CART Position: Q1 2026 in Review

United Capital Financial Advisors increased its Maplebear (CART) stake by 107% in Q1 2026, buying an estimated $273K and bringing the position to 13,901 shares worth $521K. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

United Capital Financial Advisors first reported a position in CART in Q3 2025 and has held it in 3 quarters since. 467 funds tracked by Wall St. Rank hold CART as of Q1 2026.

  • United Capital Financial Advisors held 13,901 shares of Maplebear worth $521K as of Q1 2026.
  • United Capital Financial Advisors bought 7,186 Maplebear shares in Q1 2026, an estimated $273K.
  • Maplebear made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1052 holding.
  • United Capital Financial Advisors first reported a position in Maplebear in Q3 2025 and has held it in 3 quarters since.
  • 467 funds tracked by Wall St. Rank held Maplebear as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.