Allworth Financial’s Carlsmed CARL Stock Holding History

Allworth Financial’s Portfolio CARL Stock Details CARL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19	Hold	2	–	–	﹤0.01%	5137
2025 Q4	$25	Buy	+2	New	+$27	﹤0.01%	4910

Other funds holding CARL

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

PHP

Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

KCM Capital Shawnee, Kansas $622M AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allworth Financial's CARL Position: Q1 2026 in Review

Allworth Financial held its Carlsmed (CARL) position steady in Q1 2026 at 2 shares worth $19. The position accounts for ﹤0.01% of the portfolio, ranked #5137.

Allworth Financial first reported a position in CARL in Q4 2025 and has held it in 2 quarters since. The position peaked at $25 in Q4 2025. 66 funds tracked by Wall St. Rank hold CARL as of Q1 2026.

Allworth Financial held 2 shares of Carlsmed worth $19 as of Q1 2026.
Allworth Financial left its Carlsmed share count unchanged in Q1 2026.
Carlsmed made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #5137 holding.
Allworth Financial first reported a position in Carlsmed in Q4 2025 and has held it in 2 quarters since.
Allworth Financial's Carlsmed position peaked at $25 in Q4 2025.
66 funds tracked by Wall St. Rank held Carlsmed as of Q1 2026.

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