Fidelity Investments
CARL

Fidelity Investments’s Carlsmed CARL Stock Holding History

Fidelity Investments’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 		$12K Sell
1,155
-141
-11% -$1.48K ﹤0.01% 4840
2026
Q1 		$11.7K Buy
1,296
+989
+322% +$12K ﹤0.01% 4714
2025
Q4 		$3.79K Buy
307
+303
+7,575% +$4.03K ﹤0.01% 4933
2025
Q3 		$54 Buy
+4
New +$55 ﹤0.01% 5236

Other funds holding CARL

JT
Jupiter Topco New York $245B AUM
PHP
Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KC
KCM Capital Shawnee, Kansas $618M AUM
PC
Pier Capital Stamford, Connecticut $755M AUM 94.38% 1-Year Est. Return
Millennium Management
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments's CARL Position: Q2 2026 in Review

Fidelity Investments reduced its Carlsmed (CARL) stake by 11% in Q2 2026, selling an estimated $1.48K and leaving 1,155 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #4840.

Fidelity Investments first reported a position in CARL in Q3 2025 and has held it in 4 quarters since. 75 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

  • Fidelity Investments held 1,155 shares of Carlsmed worth $12K as of Q2 2026.
  • Fidelity Investments sold 141 Carlsmed shares in Q2 2026, an estimated $1.48K.
  • Carlsmed made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4840 holding.
  • Fidelity Investments first reported a position in Carlsmed in Q3 2025 and has held it in 4 quarters since.
  • 75 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.