GAMMA Investing
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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
Q3 		$169 Buy
+12
New +$167 ﹤0.01% 4287
2026
Q2 		– Sell
-135
Closed -$1.22K – 4250
2026
Q1 		$1.22K Buy
+135
New +$1.63K ﹤0.01% 3795

Other funds holding CARL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Pier Capital
Pier Capital Stamford, Connecticut $690M AUM 65.51% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Palumbo Wealth Management
Palumbo Wealth Management Great Neck, New York $482M AUM 43.31% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Tocqueville Asset Management
Tocqueville Asset Management New York $7.26B AUM 32.81% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

GAMMA Investing's CARL Position: Q3 2026 in Review

GAMMA Investing opened a new position in Carlsmed (CARL) in Q3 2026: 12 shares worth $169. The stake represents ﹤0.01% of the portfolio and ranks #4287 among its holdings. This is a return to the name: GAMMA Investing previously reported a position in CARL as recently as Q1 2026.

GAMMA Investing first reported a position in CARL in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.22K in Q1 2026. 58 funds tracked by Wall St. Rank hold CARL as of Q3 2026.

  • GAMMA Investing held 12 shares of Carlsmed worth $169 as of Q3 2026.
  • Carlsmed was a new GAMMA Investing position in Q3 2026.
  • Carlsmed made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #4287 holding.
  • GAMMA Investing first reported a position in Carlsmed in Q1 2026 and has held it in 2 quarters since.
  • GAMMA Investing's Carlsmed position peaked at $1.22K in Q1 2026.
  • 58 funds tracked by Wall St. Rank held Carlsmed as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.