CA
CARL

Clearstead Advisors’s Carlsmed CARL Stock Holding History

Clearstead 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 		$53 Buy
+5
New +$53 ﹤0.01% 3474

Other funds holding CARL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PC
Pier Capital Stamford, Connecticut $755M AUM 94.38% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $460M AUM 30.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Clearstead Advisors's CARL Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Carlsmed (CARL) in Q2 2026: 5 shares worth $53. The stake represents ﹤0.01% of the portfolio and ranks #3474 among its holdings.

26 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

  • Clearstead Advisors held 5 shares of Carlsmed worth $53 as of Q2 2026.
  • Carlsmed was a new Clearstead Advisors position in Q2 2026.
  • Carlsmed made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3474 holding.
  • 26 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.