Wealth Enhancement Advisory Services
CART icon

Wealth Enhancement Advisory Services’s Maplebear CART Stock Holding History

Wealth Enhancement Advisory Services’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
2024
Q1 		– Sell
-10,000
Closed -$5K – 2493
2023
Q4 		$5K Buy
+10,000
New +$251K ﹤0.01% 2304

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LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AP
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealth Enhancement Advisory Services's CART Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Maplebear (CART) stake by 3.4% in Q2 2026, buying an estimated $114K and bringing the position to 82,384 shares worth $3.99M. The position accounts for 0.01% of the portfolio, ranked #1158.

Wealth Enhancement Advisory Services first reported a position in CART in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.03M in Q4 2025. 224 funds tracked by Wall St. Rank hold CART as of Q2 2026.

  • Wealth Enhancement Advisory Services held 82,384 shares of Maplebear worth $3.99M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,720 Maplebear shares in Q2 2026, an estimated $114K.
  • Maplebear made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1158 holding.
  • Wealth Enhancement Advisory Services first reported a position in Maplebear in Q4 2023 and has held it in 8 quarters since.
  • Wealth Enhancement Advisory Services's Maplebear position peaked at $4.03M in Q4 2025.
  • 224 funds tracked by Wall St. Rank held Maplebear as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.