MAI Capital Management’s Carlsmed CARL Stock Holding History

MAI 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 Q1	$37	Buy	+4	New	+$48	﹤0.01%	4903

Other funds holding CARL

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

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 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

KCM Capital Shawnee, Kansas $622M AUM

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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MAI Capital Management's CARL Position: Q1 2026 in Review

MAI Capital Management opened a new position in Carlsmed (CARL) in Q1 2026: 4 shares worth $37. The stake represents ﹤0.01% of the portfolio and ranks #4903 among its holdings.

66 funds tracked by Wall St. Rank hold CARL as of Q1 2026.

MAI Capital Management held 4 shares of Carlsmed worth $37 as of Q1 2026.
Carlsmed was a new MAI Capital Management position in Q1 2026.
Carlsmed made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #4903 holding.
66 funds tracked by Wall St. Rank held Carlsmed as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.