Janney Montgomery Scott
CARL

Janney Montgomery Scott’s Carlsmed CARL Stock Holding History

Janney Montgomery Scott’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
-15,800
Closed -$195K – 3114
2025
Q4 		$195K Buy
15,800
+1,000
+7% +$13.3K ﹤0.01% 2811
2025
Q3 		$198K Buy
+14,800
New +$202K ﹤0.01% 2735

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

Janney Montgomery Scott's CARL Position: Q1 2026 in Review

Janney Montgomery Scott sold out of Carlsmed (CARL) in Q1 2026, closing a stake of 15,800 shares — an estimated $195K sold.

Janney Montgomery Scott first reported a position in CARL in Q3 2025 and held it in 2 quarters. The position peaked at $198K in Q3 2025. 66 funds tracked by Wall St. Rank hold CARL as of Q1 2026.

  • Janney Montgomery Scott reported no remaining Carlsmed position as of Q1 2026 after selling out during the quarter.
  • Janney Montgomery Scott sold 15,800 Carlsmed shares in Q1 2026, an estimated $195K.
  • Janney Montgomery Scott first reported a position in Carlsmed in Q3 2025 and held it in 2 quarters.
  • Janney Montgomery Scott's Carlsmed position peaked at $198K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held Carlsmed as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.