Armstrong Advisory Group
CARL icon

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
Q3 		$17.4K Hold
1,234
– – ﹤0.01% 621
2026
Q2 		$12.8K Buy
+1,234
New +$13K ﹤0.01% 674

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Citigroup
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Farther Finance Advisors
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Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Armstrong Advisory Group's CARL Position: Q3 2026 in Review

Armstrong Advisory Group held its Carlsmed (CARL) position steady in Q3 2026 at 1,234 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Armstrong Advisory Group first reported a position in CARL in Q2 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold CARL as of Q3 2026.

  • Armstrong Advisory Group held 1,234 shares of Carlsmed worth $17.4K as of Q3 2026.
  • Armstrong Advisory Group left its Carlsmed share count unchanged in Q3 2026.
  • Carlsmed made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #621 holding.
  • Armstrong Advisory Group first reported a position in Carlsmed in Q2 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Carlsmed as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.