BOTOTLSJU
CARL

Board of Trustees of The Leland Stanford Junior University’s Carlsmed CARL Stock Holding History

Board of Trustees of The Leland Stanford Junior University’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 		$130K Hold
12,516
– – 0.02% 18
2026
Q1 		$113K Sell
12,516
-12,514
-50% -$151K 0.01% 19
2025
Q4 		$309K Hold
25,030
– – 0.06% 16
2025
Q3 		$335K Buy
+25,030
New +$342K 0.04% 16

Other funds holding CARL

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
PWM
Palumbo Wealth Management Great Neck, New York $478M AUM 50.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
State Street
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 Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Board of Trustees of The Leland Stanford Junior University's CARL Position: Q2 2026 in Review

Board of Trustees of The Leland Stanford Junior University held its Carlsmed (CARL) position steady in Q2 2026 at 12,516 shares worth $130K. The position accounts for 0.02% of the portfolio, ranked #18.

Board of Trustees of The Leland Stanford Junior University first reported a position in CARL in Q3 2025 and has held it in 4 quarters since. The position peaked at $335K in Q3 2025. 39 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

  • Board of Trustees of The Leland Stanford Junior University held 12,516 shares of Carlsmed worth $130K as of Q2 2026.
  • Board of Trustees of The Leland Stanford Junior University left its Carlsmed share count unchanged in Q2 2026.
  • Carlsmed made up 0.02% of Board of Trustees of The Leland Stanford Junior University's portfolio in Q2 2026, its #18 holding.
  • Board of Trustees of The Leland Stanford Junior University first reported a position in Carlsmed in Q3 2025 and has held it in 4 quarters since.
  • Board of Trustees of The Leland Stanford Junior University's Carlsmed position peaked at $335K in Q3 2025.
  • 39 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on Board of Trustees of The Leland Stanford Junior University's 13F filing for Q2 2026, filed 12 Aug 2026.