Boston Partners
CARL icon

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
Q2 		$232K Sell
22,375
-2,826
-11% -$29.7K ﹤0.01% 787
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

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KC
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PC
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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

Boston Partners's CARL Position: Q2 2026 in Review

Boston Partners reduced its Carlsmed (CARL) stake by 11% in Q2 2026, selling an estimated $29.7K and leaving 22,375 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Boston Partners first reported a position in CARL in Q3 2025 and has held it in 4 quarters since. The position peaked at $393K in Q3 2025. 74 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

  • Boston Partners held 22,375 shares of Carlsmed worth $232K as of Q2 2026.
  • Boston Partners sold 2,826 Carlsmed shares in Q2 2026, an estimated $29.7K.
  • Carlsmed made up ﹤0.01% of Boston Partners's portfolio in Q2 2026, its #787 holding.
  • Boston Partners first reported a position in Carlsmed in Q3 2025 and has held it in 4 quarters since.
  • Boston Partners's Carlsmed position peaked at $393K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on Boston Partners's 13F filing for Q2 2026, filed 4 Aug 2026.