Citadel Advisors
CARL

Citadel Advisors’s Carlsmed CARL Stock Holding History

Citadel Advisors’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 		$1.06M Buy
101,726
+57,131
+128% +$601K ﹤0.01% 8066
2026
Q1 		$404K Buy
+44,595
New +$539K ﹤0.01% 9799
2025
Q4 		– Sell
-110,000
Closed -$1.47M – 14663
2025
Q3 		$1.47M Buy
+110,000
New +$1.5M ﹤0.01% 6712

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

Citadel Advisors's CARL Position: Q2 2026 in Review

Citadel Advisors increased its Carlsmed (CARL) stake by 128% in Q2 2026, buying an estimated $601K and bringing the position to 101,726 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #8066.

Citadel Advisors first reported a position in CARL in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.47M in Q3 2025. 74 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

  • Citadel Advisors held 101,726 shares of Carlsmed worth $1.06M as of Q2 2026.
  • Citadel Advisors bought 57,131 Carlsmed shares in Q2 2026, an estimated $601K.
  • Carlsmed made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #8066 holding.
  • Citadel Advisors first reported a position in Carlsmed in Q3 2025 and has held it in 3 quarters since.
  • Citadel Advisors's Carlsmed position peaked at $1.47M in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

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