Mercer Global Advisors
CARL

Mercer Global Advisors’s Carlsmed CARL Stock Holding History

Mercer Global Advisors’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 		$137K Sell
15,093
-62
-0.4% -$749 ﹤0.01% 2939
2025
Q4 		$187K Buy
+15,155
New +$202K ﹤0.01% 2587

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

Mercer Global Advisors's CARL Position: Q1 2026 in Review

Mercer Global Advisors reduced its Carlsmed (CARL) stake by 0.41% in Q1 2026, selling an estimated $749 and leaving 15,093 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #2939.

Mercer Global Advisors first reported a position in CARL in Q4 2025 and has held it in 2 quarters since. The position peaked at $187K in Q4 2025. 66 funds tracked by Wall St. Rank hold CARL as of Q1 2026.

  • Mercer Global Advisors held 15,093 shares of Carlsmed worth $137K as of Q1 2026.
  • Mercer Global Advisors sold 62 Carlsmed shares in Q1 2026, an estimated $749.
  • Carlsmed made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2939 holding.
  • Mercer Global Advisors first reported a position in Carlsmed in Q4 2025 and has held it in 2 quarters since.
  • Mercer Global Advisors's Carlsmed position peaked at $187K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Carlsmed as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.