IFP Advisors
CARL icon

IFP Advisors’s Carlsmed CARL Stock Holding History

IFP Advisors’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 		$732 Sell
52
-1
-2% -$14 ﹤0.01% 4580
2026
Q2 		$550 Buy
53
+52
+5,200% +$547 ﹤0.01% 4666
2026
Q1 		$9 Sell
1
-1
-50% -$12 ﹤0.01% 4975
2025
Q4 		$25 Buy
+2
New +$27 ﹤0.01% 4787

Other funds holding CARL

Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

IFP Advisors's CARL Position: Q3 2026 in Review

IFP Advisors reduced its Carlsmed (CARL) stake by 1.9% in Q3 2026, selling an estimated $14 and leaving 52 shares worth $732. The position accounts for ﹤0.01% of the portfolio, ranked #4580.

IFP Advisors first reported a position in CARL in Q4 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold CARL as of Q3 2026.

  • IFP Advisors held 52 shares of Carlsmed worth $732 as of Q3 2026.
  • IFP Advisors sold 1 Carlsmed share in Q3 2026, an estimated $14.
  • Carlsmed made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4580 holding.
  • IFP Advisors first reported a position in Carlsmed in Q4 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held Carlsmed as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.