WWA
CART icon

WCG Wealth Advisors’s Maplebear CART Stock Holding History

WCG 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 		$576K Sell
12,163
-284
-2% -$11.9K 0.01% 485
2026
Q1 		$466K Sell
12,447
-438
-3% -$16.6K 0.01% 465
2025
Q4 		$580K Sell
12,885
-378
-3% -$15.5K 0.02% 428
2025
Q3 		$488K Hold
13,263
– – 0.03% 297
2025
Q2 		$600K Sell
13,263
-205
-2% -$8.91K 0.04% 271
2025
Q1 		$537K Sell
13,468
-788
-6% -$35K 0.04% 233
2024
Q4 		$590K Buy
14,256
+451
+3% +$19.5K 0.04% 245
2024
Q3 		$562K Buy
13,805
+459
+3% +$16.1K 0.04% 261
2024
Q2 		$429K Buy
+13,346
New +$459K 0.03% 251

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

WCG Wealth Advisors's CART Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Maplebear (CART) stake by 2.3% in Q2 2026, selling an estimated $11.9K and leaving 12,163 shares worth $576K. The position accounts for 0.01% of the portfolio, ranked #485.

WCG Wealth Advisors first reported a position in CART in Q2 2024 and has held it in 9 quarters since. The position peaked at $600K in Q2 2025. 500 funds tracked by Wall St. Rank hold CART as of Q2 2026.

  • WCG Wealth Advisors held 12,163 shares of Maplebear worth $576K as of Q2 2026.
  • WCG Wealth Advisors sold 284 Maplebear shares in Q2 2026, an estimated $11.9K.
  • Maplebear made up 0.01% of WCG Wealth Advisors's portfolio in Q2 2026, its #485 holding.
  • WCG Wealth Advisors first reported a position in Maplebear in Q2 2024 and has held it in 9 quarters since.
  • WCG Wealth Advisors's Maplebear position peaked at $600K in Q2 2025.
  • 500 funds tracked by Wall St. Rank held Maplebear as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.