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
Q2 		$319K Buy
30,699
+19,273
+169% +$203K ﹤0.01% 5752
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

JT
Jupiter Topco New York $245B AUM
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

Morgan Stanley's CARL Position: Q2 2026 in Review

Morgan Stanley increased its Carlsmed (CARL) stake by 169% in Q2 2026, buying an estimated $203K and bringing the position to 30,699 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #5752.

Morgan Stanley first reported a position in CARL in Q3 2025 and has held it in 4 quarters since. 75 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

  • Morgan Stanley held 30,699 shares of Carlsmed worth $319K as of Q2 2026.
  • Morgan Stanley bought 19,273 Carlsmed shares in Q2 2026, an estimated $203K.
  • Carlsmed made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5752 holding.
  • Morgan Stanley first reported a position in Carlsmed in Q3 2025 and has held it in 4 quarters since.
  • 75 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.