Fortitude Family Office’s Carlsmed CARL Stock Holding History

Fortitude Family Office’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	$311	Buy	+30	New	+$315	﹤0.01%	2051

Other funds holding CARL

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Fortitude Family Office's CARL Position: Q2 2026 in Review

Fortitude Family Office opened a new position in Carlsmed (CARL) in Q2 2026: 30 shares worth $311. The stake represents ﹤0.01% of the portfolio and ranks #2051 among its holdings.

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

Fortitude Family Office held 30 shares of Carlsmed worth $311 as of Q2 2026.
Carlsmed was a new Fortitude Family Office position in Q2 2026.
Carlsmed made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #2051 holding.
10 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.