UCFA
CART icon

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
Q2 		$757K Buy
15,995
+2,094
+15% +$87.6K ﹤0.01% 925
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 $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

United Capital Financial Advisors's CART Position: Q2 2026 in Review

United Capital Financial Advisors increased its Maplebear (CART) stake by 15% in Q2 2026, buying an estimated $87.6K and bringing the position to 15,995 shares worth $757K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

United Capital Financial Advisors first reported a position in CART in Q3 2025 and has held it in 4 quarters since. 500 funds tracked by Wall St. Rank hold CART as of Q2 2026.

  • United Capital Financial Advisors held 15,995 shares of Maplebear worth $757K as of Q2 2026.
  • United Capital Financial Advisors bought 2,094 Maplebear shares in Q2 2026, an estimated $87.6K.
  • Maplebear made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #925 holding.
  • United Capital Financial Advisors first reported a position in Maplebear in Q3 2025 and has held it in 4 quarters since.
  • 500 funds tracked by Wall St. Rank held Maplebear as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.