CWP
CARL

Curated Wealth Partners’s Carlsmed CARL Stock Holding History

Curated Wealth Partners’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 		$53.2K Buy
+45,000
New +$473K 0.01% 692

Other funds holding CARL

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Curated Wealth Partners's CARL Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Carlsmed (CARL) in Q2 2026: 45,000 shares worth $53.2K. The stake represents 0.01% of the portfolio and ranks #692 among its holdings.

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

  • Curated Wealth Partners held 45,000 shares of Carlsmed worth $53.2K as of Q2 2026.
  • Carlsmed was a new Curated Wealth Partners position in Q2 2026.
  • Carlsmed made up 0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #692 holding.
  • 7 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.