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
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

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

Citadel Advisors's CARL Position: Q1 2026 in Review

Citadel Advisors opened a new position in Carlsmed (CARL) in Q1 2026: 44,595 shares worth $404K. The stake represents ﹤0.01% of the portfolio and ranks #9799 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in CARL as recently as Q3 2025.

Citadel Advisors first reported a position in CARL in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.47M in Q3 2025. 66 funds tracked by Wall St. Rank hold CARL as of Q1 2026.

  • Citadel Advisors held 44,595 shares of Carlsmed worth $404K as of Q1 2026.
  • Carlsmed was a new Citadel Advisors position in Q1 2026.
  • Carlsmed made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #9799 holding.
  • Citadel Advisors first reported a position in Carlsmed in Q3 2025 and has held it in 2 quarters since.
  • Citadel Advisors's Carlsmed position peaked at $1.47M in Q3 2025.
  • 66 funds tracked by Wall St. Rank held Carlsmed as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.