MCM
CARL

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
Q2 		– Sell
-4
Closed -$37 – 5037
2026
Q1 		$37 Buy
+4
New +$48 ﹤0.01% 4903

Other funds holding CARL

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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

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

MAI Capital Management sold out of Carlsmed (CARL) in Q2 2026, closing a stake of 4 shares — an estimated $37 sold.

MAI Capital Management first reported a position in CARL in Q1 2026 and held it in 1 quarter. The position peaked at $37 in Q1 2026. 75 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

  • MAI Capital Management reported no remaining Carlsmed position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 4 Carlsmed shares in Q2 2026, an estimated $37.
  • MAI Capital Management first reported a position in Carlsmed in Q1 2026 and held it in 1 quarter.
  • MAI Capital Management's Carlsmed position peaked at $37 in Q1 2026.
  • 75 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.