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
Q2 		$2.13M Buy
204,655
+11,482
+6% +$121K ﹤0.01% 3179
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

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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Geode Capital Management's CARL Position: Q2 2026 in Review

Geode Capital Management increased its Carlsmed (CARL) stake by 5.9% in Q2 2026, buying an estimated $121K and bringing the position to 204,655 shares worth $2.13M. The position accounts for ﹤0.01% of the portfolio, ranked #3179.

Geode Capital Management 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.

  • Geode Capital Management held 204,655 shares of Carlsmed worth $2.13M as of Q2 2026.
  • Geode Capital Management bought 11,482 Carlsmed shares in Q2 2026, an estimated $121K.
  • Carlsmed made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #3179 holding.
  • Geode Capital Management 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 Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.