Geode Capital Management
CARL

Geode Capital Management’s Carlsmed CARL Stock Holding History

Geode Capital Management’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
Q1 		$1.75M Buy
193,173
+31,140
+19% +$376K ﹤0.01% 3178
2025
Q4 		$2M Buy
162,033
+14,485
+10% +$193K ﹤0.01% 3170
2025
Q3 		$1.98M Buy
+147,548
New +$2.02M ﹤0.01% 3185

Other funds holding CARL

O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
KC
KCM Capital Shawnee, Kansas $622M AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management's CARL Position: Q1 2026 in Review

Geode Capital Management increased its Carlsmed (CARL) stake by 19% in Q1 2026, buying an estimated $376K and bringing the position to 193,173 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #3178.

Geode Capital Management first reported a position in CARL in Q3 2025 and has held it in 3 quarters since. The position peaked at $2M in Q4 2025. 66 funds tracked by Wall St. Rank hold CARL as of Q1 2026.

  • Geode Capital Management held 193,173 shares of Carlsmed worth $1.75M as of Q1 2026.
  • Geode Capital Management bought 31,140 Carlsmed shares in Q1 2026, an estimated $376K.
  • Carlsmed made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #3178 holding.
  • Geode Capital Management first reported a position in Carlsmed in Q3 2025 and has held it in 3 quarters since.
  • Geode Capital Management's Carlsmed position peaked at $2M in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Carlsmed as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.