IGAM
CARL

iA Global Asset Management’s Carlsmed CARL Stock Holding History

iA Global Asset 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 		– Sell
-1,000
Closed -$12K – 452
2025
Q4 		$12K Hold
1,000
– – ﹤0.01% 394
2025
Q3 		$13K Buy
+1,000
New +$13.7K ﹤0.01% 401

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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

iA Global Asset Management's CARL Position: Q1 2026 in Review

iA Global Asset Management sold out of Carlsmed (CARL) in Q1 2026, closing a stake of 1,000 shares — an estimated $12K sold.

iA Global Asset Management first reported a position in CARL in Q3 2025 and held it in 2 quarters. The position peaked at $13K in Q3 2025. 66 funds tracked by Wall St. Rank hold CARL as of Q1 2026.

  • iA Global Asset Management reported no remaining Carlsmed position as of Q1 2026 after selling out during the quarter.
  • iA Global Asset Management sold 1,000 Carlsmed shares in Q1 2026, an estimated $12K.
  • iA Global Asset Management first reported a position in Carlsmed in Q3 2025 and held it in 2 quarters.
  • iA Global Asset Management's Carlsmed position peaked at $13K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held Carlsmed as of Q1 2026.

Based on iA Global Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.