GI
CARL

GAMMA Investing’s Carlsmed CARL Stock Holding History

GAMMA Investing’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 		– Sell
-135
Closed -$1.22K – 4250
2026
Q1 		$1.22K Buy
+135
New +$1.63K ﹤0.01% 3795

Other funds holding CARL

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
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
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
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

GAMMA Investing's CARL Position: Q2 2026 in Review

GAMMA Investing sold out of Carlsmed (CARL) in Q2 2026, closing a stake of 135 shares — an estimated $1.22K sold.

GAMMA Investing first reported a position in CARL in Q1 2026 and held it in 1 quarter. The position peaked at $1.22K in Q1 2026. 9 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

  • GAMMA Investing reported no remaining Carlsmed position as of Q2 2026 after selling out during the quarter.
  • GAMMA Investing sold 135 Carlsmed shares in Q2 2026, an estimated $1.22K.
  • GAMMA Investing first reported a position in Carlsmed in Q1 2026 and held it in 1 quarter.
  • GAMMA Investing's Carlsmed position peaked at $1.22K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.