IWC
CARL

Integrated Wealth Concepts’s Carlsmed CARL Stock Holding History

Integrated Wealth Concepts’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 		$10.4K Buy
+999
New +$10.5K ﹤0.01% 4534

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Integrated Wealth Concepts's CARL Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Carlsmed (CARL) in Q2 2026: 999 shares worth $10.4K. The stake represents ﹤0.01% of the portfolio and ranks #4534 among its holdings.

75 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

  • Integrated Wealth Concepts held 999 shares of Carlsmed worth $10.4K as of Q2 2026.
  • Carlsmed was a new Integrated Wealth Concepts position in Q2 2026.
  • Carlsmed made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4534 holding.
  • 75 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.