Cohen & Steers’s Carlsmed CARL Stock Holding History

Cohen & Steers’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	–	Sell	-20,000	Closed	-$247K	–	479
2025 Q4	$247K	Sell	20,000 -10,000	-33%	-$133K	﹤0.01%	345
2025 Q3	$402K	Buy	+30,000	New	+$410K	﹤0.01%	312

Other funds holding CARL

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

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 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

KCM Capital Shawnee, Kansas $622M AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers's CARL Position: Q1 2026 in Review

Cohen & Steers sold out of Carlsmed (CARL) in Q1 2026, closing a stake of 20,000 shares — an estimated $247K sold.

Cohen & Steers first reported a position in CARL in Q3 2025 and held it in 2 quarters. The position peaked at $402K in Q3 2025. 66 funds tracked by Wall St. Rank hold CARL as of Q1 2026.

Cohen & Steers reported no remaining Carlsmed position as of Q1 2026 after selling out during the quarter.
Cohen & Steers sold 20,000 Carlsmed shares in Q1 2026, an estimated $247K.
Cohen & Steers first reported a position in Carlsmed in Q3 2025 and held it in 2 quarters.
Cohen & Steers's Carlsmed position peaked at $402K in Q3 2025.
66 funds tracked by Wall St. Rank held Carlsmed as of Q1 2026.

Based on Cohen & Steers's 13F filing for Q1 2026, filed 15 May 2026.