Alpine Woods Capital Investors’s Carlsmed CARL Stock Holding History

Alpine Woods Capital Investors’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 Q2	$161K	Buy	+15,542	New	+$163K	0.04%	220

Other funds holding CARL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pier Capital Stamford, Connecticut $755M AUM 94.38% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Alpine Woods Capital Investors's CARL Position: Q2 2026 in Review

Alpine Woods Capital Investors opened a new position in Carlsmed (CARL) in Q2 2026: 15,542 shares worth $161K. The stake represents 0.04% of the portfolio and ranks #220 among its holdings.

26 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

Alpine Woods Capital Investors held 15,542 shares of Carlsmed worth $161K as of Q2 2026.
Carlsmed was a new Alpine Woods Capital Investors position in Q2 2026.
Carlsmed made up 0.04% of Alpine Woods Capital Investors's portfolio in Q2 2026, its #220 holding.
26 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2026, filed 7 Aug 2026.