BGM
CARL

Burkehill Global Management’s Carlsmed CARL Stock Holding History

Burkehill Global Management’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 		– Sell
-50,000
Closed -$453K – 236
2026
Q1 		$453K Hold
50,000
– – 0.02% 172
2025
Q4 		$618K Hold
50,000
– – 0.04% 155
2025
Q3 		$670K Buy
+50,000
New +$684K 0.04% 136

Other funds holding CARL

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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

Burkehill Global Management's CARL Position: Q2 2026 in Review

Burkehill Global Management sold out of Carlsmed (CARL) in Q2 2026, closing a stake of 50,000 shares — an estimated $453K sold.

Burkehill Global Management first reported a position in CARL in Q3 2025 and held it in 3 quarters. The position peaked at $670K in Q3 2025. 75 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

  • Burkehill Global Management reported no remaining Carlsmed position as of Q2 2026 after selling out during the quarter.
  • Burkehill Global Management sold 50,000 Carlsmed shares in Q2 2026, an estimated $453K.
  • Burkehill Global Management first reported a position in Carlsmed in Q3 2025 and held it in 3 quarters.
  • Burkehill Global Management's Carlsmed position peaked at $670K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on Burkehill Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.