Barclays
CARL

Barclays’s Carlsmed CARL Stock Holding History

Barclays’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 		$15K Sell
1,443
-334
-19% -$3.51K ﹤0.01% 4638
2026
Q1 		$16.1K Sell
1,777
-8,856
-83% -$107K ﹤0.01% 4618
2025
Q4 		$131K Buy
10,633
+1,021
+11% +$13.6K ﹤0.01% 4497
2025
Q3 		$129K Buy
+9,612
New +$131K ﹤0.01% 4537

Other funds holding CARL

JT
Jupiter Topco New York $245B AUM
PHP
Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KC
KCM Capital Shawnee, Kansas $618M AUM
PC
Pier Capital Stamford, Connecticut $755M AUM 94.38% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $478M AUM 50.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barclays's CARL Position: Q2 2026 in Review

Barclays reduced its Carlsmed (CARL) stake by 19% in Q2 2026, selling an estimated $3.51K and leaving 1,443 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #4638.

Barclays first reported a position in CARL in Q3 2025 and has held it in 4 quarters since. The position peaked at $131K in Q4 2025. 75 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

  • Barclays held 1,443 shares of Carlsmed worth $15K as of Q2 2026.
  • Barclays sold 334 Carlsmed shares in Q2 2026, an estimated $3.51K.
  • Carlsmed made up ﹤0.01% of Barclays's portfolio in Q2 2026, its #4638 holding.
  • Barclays first reported a position in Carlsmed in Q3 2025 and has held it in 4 quarters since.
  • Barclays's Carlsmed position peaked at $131K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on Barclays's 13F filing for Q2 2026, filed 14 Aug 2026.