Boston Partners
CARL

Boston Partners’s Carlsmed CARL Stock Holding History

Boston Partners’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
Q1 		$228K Sell
25,201
-899
-3% -$10.9K ﹤0.01% 750
2025
Q4 		$322K Sell
26,100
-3,217
-11% -$42.8K ﹤0.01% 720
2025
Q3 		$393K Buy
+29,317
New +$401K ﹤0.01% 698

Other funds holding CARL

O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
KC
KCM Capital Shawnee, Kansas $622M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners's CARL Position: Q1 2026 in Review

Boston Partners reduced its Carlsmed (CARL) stake by 3.4% in Q1 2026, selling an estimated $10.9K and leaving 25,201 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Boston Partners first reported a position in CARL in Q3 2025 and has held it in 3 quarters since. The position peaked at $393K in Q3 2025. 66 funds tracked by Wall St. Rank hold CARL as of Q1 2026.

  • Boston Partners held 25,201 shares of Carlsmed worth $228K as of Q1 2026.
  • Boston Partners sold 899 Carlsmed shares in Q1 2026, an estimated $10.9K.
  • Carlsmed made up ﹤0.01% of Boston Partners's portfolio in Q1 2026, its #750 holding.
  • Boston Partners first reported a position in Carlsmed in Q3 2025 and has held it in 3 quarters since.
  • Boston Partners's Carlsmed position peaked at $393K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held Carlsmed as of Q1 2026.

Based on Boston Partners's 13F filing for Q1 2026, filed 11 May 2026.