Morgan Stanley
CARL

Morgan Stanley’s Carlsmed CARL Stock Holding History

Morgan Stanley’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 		$103K Sell
11,426
-1,903
-14% -$23K ﹤0.01% 6148
2025
Q4 		$165K Buy
13,329
+3,804
+40% +$50.6K ﹤0.01% 6005
2025
Q3 		$128K Buy
+9,525
New +$130K ﹤0.01% 6052

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

Morgan Stanley's CARL Position: Q1 2026 in Review

Morgan Stanley reduced its Carlsmed (CARL) stake by 14% in Q1 2026, selling an estimated $23K and leaving 11,426 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #6148.

Morgan Stanley first reported a position in CARL in Q3 2025 and has held it in 3 quarters since. The position peaked at $165K in Q4 2025. 66 funds tracked by Wall St. Rank hold CARL as of Q1 2026.

  • Morgan Stanley held 11,426 shares of Carlsmed worth $103K as of Q1 2026.
  • Morgan Stanley sold 1,903 Carlsmed shares in Q1 2026, an estimated $23K.
  • Carlsmed made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6148 holding.
  • Morgan Stanley first reported a position in Carlsmed in Q3 2025 and has held it in 3 quarters since.
  • Morgan Stanley's Carlsmed position peaked at $165K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Carlsmed as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.