AAG
CARL

Armstrong Advisory Group’s Carlsmed CARL Stock Holding History

Armstrong Advisory Group’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 		$12.8K Buy
+1,234
New +$13K ﹤0.01% 674

Other funds holding CARL

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Armstrong Advisory Group's CARL Position: Q2 2026 in Review

Armstrong Advisory Group opened a new position in Carlsmed (CARL) in Q2 2026: 1,234 shares worth $12.8K. The stake represents ﹤0.01% of the portfolio and ranks #674 among its holdings.

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

  • Armstrong Advisory Group held 1,234 shares of Carlsmed worth $12.8K as of Q2 2026.
  • Carlsmed was a new Armstrong Advisory Group position in Q2 2026.
  • Carlsmed made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #674 holding.
  • 7 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.