Essential Partners’s Carlsmed CARL Stock Holding History

Essential 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	$706	Buy	68 +64	+1,600%	+$673	﹤0.01%	2390
2026 Q1	$36	Buy	4 +3	+300%	+$36	﹤0.01%	2801
2025 Q4	$12	Buy	+1	New	+$13	﹤0.01%	2747

Other funds holding CARL

Jupiter Topco New York $245B AUM

PHP

Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KCM Capital Shawnee, Kansas $618M AUM

Pier Capital Stamford, Connecticut $755M AUM 94.38% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Essential Partners's CARL Position: Q2 2026 in Review

Essential Partners increased its Carlsmed (CARL) stake by 1,600% in Q2 2026, buying an estimated $673 and bringing the position to 68 shares worth $706. The position accounts for ﹤0.01% of the portfolio, ranked #2390.

Essential Partners first reported a position in CARL in Q4 2025 and has held it in 3 quarters since. 75 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

Essential Partners held 68 shares of Carlsmed worth $706 as of Q2 2026.
Essential Partners bought 64 Carlsmed shares in Q2 2026, an estimated $673.
Carlsmed made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2390 holding.
Essential Partners first reported a position in Carlsmed in Q4 2025 and has held it in 3 quarters since.
75 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.