KCM
CARL

Kornitzer Capital Management’s Carlsmed CARL Stock Holding History

Kornitzer 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 		$537K Sell
51,688
-1,744
-3% -$18.3K 0.01% 495
2026
Q1 		$484K Sell
53,432
-1,803
-3% -$21.8K 0.01% 464
2025
Q4 		$682K Buy
55,235
+235
+0.4% +$3.13K 0.01% 448
2025
Q3 		$736K Buy
+55,000
New +$752K 0.01% 437

Other funds holding CARL

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

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

Kornitzer Capital Management reduced its Carlsmed (CARL) stake by 3.3% in Q2 2026, selling an estimated $18.3K and leaving 51,688 shares worth $537K. The position accounts for 0.01% of the portfolio, ranked #495.

Kornitzer Capital Management first reported a position in CARL in Q3 2025 and has held it in 4 quarters since. The position peaked at $736K in Q3 2025. 13 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

  • Kornitzer Capital Management held 51,688 shares of Carlsmed worth $537K as of Q2 2026.
  • Kornitzer Capital Management sold 1,744 Carlsmed shares in Q2 2026, an estimated $18.3K.
  • Carlsmed made up 0.01% of Kornitzer Capital Management's portfolio in Q2 2026, its #495 holding.
  • Kornitzer Capital Management first reported a position in Carlsmed in Q3 2025 and has held it in 4 quarters since.
  • Kornitzer Capital Management's Carlsmed position peaked at $736K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on Kornitzer Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.