Planning Strategies Inc.’s Maplebear CART Stock Holding History

Planning Strategies Inc.’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	$284	Buy	+6	New	+$251	﹤0.01%	953

Other funds holding CART

AAM

AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Planning Strategies Inc.'s CART Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Maplebear (CART) in Q2 2026: 6 shares worth $284. The stake represents ﹤0.01% of the portfolio and ranks #953 among its holdings.

119 funds tracked by Wall St. Rank hold CART as of Q2 2026.

Planning Strategies Inc. held 6 shares of Maplebear worth $284 as of Q2 2026.
Maplebear was a new Planning Strategies Inc. position in Q2 2026.
Maplebear made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #953 holding.
119 funds tracked by Wall St. Rank held Maplebear as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.