Essential Partners
CARL icon

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
Q3 		$943 Sell
67
-1
-1% -$14 ﹤0.01% 2205
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

Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners's CARL Position: Q3 2026 in Review

Essential Partners reduced its Carlsmed (CARL) stake by 1.5% in Q3 2026, selling an estimated $14 and leaving 67 shares worth $943. The position accounts for ﹤0.01% of the portfolio, ranked #2205.

Essential Partners first reported a position in CARL in Q4 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold CARL as of Q3 2026.

  • Essential Partners held 67 shares of Carlsmed worth $943 as of Q3 2026.
  • Essential Partners sold 1 Carlsmed share in Q3 2026, an estimated $14.
  • Carlsmed made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2205 holding.
  • Essential Partners first reported a position in Carlsmed in Q4 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held Carlsmed as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.