EWA
CARL

EverSource Wealth Advisors’s Carlsmed CARL Stock Holding History

EverSource Wealth 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 		$2.15K Buy
+207
New +$2.18K ﹤0.01% 3698
2026
Q1 		– Sell
-5
Closed -$62 – 4531
2025
Q4 		$62 Buy
+5
New +$67 ﹤0.01% 4155

Other funds holding CARL

KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 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

EverSource Wealth Advisors's CARL Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in Carlsmed (CARL) in Q2 2026: 207 shares worth $2.15K. The stake represents ﹤0.01% of the portfolio and ranks #3698 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in CARL as recently as Q4 2025.

EverSource Wealth Advisors first reported a position in CARL in Q4 2025 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

  • EverSource Wealth Advisors held 207 shares of Carlsmed worth $2.15K as of Q2 2026.
  • Carlsmed was a new EverSource Wealth Advisors position in Q2 2026.
  • Carlsmed made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3698 holding.
  • EverSource Wealth Advisors first reported a position in Carlsmed in Q4 2025 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.