Northern Trust
CARL

Northern Trust’s Carlsmed CARL Stock Holding History

Northern Trust’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 		$493K Buy
54,476
+3,776
+7% +$45.6K ﹤0.01% 3621
2025
Q4 		$626K Sell
50,700
-1,748
-3% -$23.3K ﹤0.01% 3576
2025
Q3 		$702K Buy
+52,448
New +$717K ﹤0.01% 3538

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

Northern Trust's CARL Position: Q1 2026 in Review

Northern Trust increased its Carlsmed (CARL) stake by 7.4% in Q1 2026, buying an estimated $45.6K and bringing the position to 54,476 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #3621.

Northern Trust first reported a position in CARL in Q3 2025 and has held it in 3 quarters since. The position peaked at $702K in Q3 2025. 66 funds tracked by Wall St. Rank hold CARL as of Q1 2026.

  • Northern Trust held 54,476 shares of Carlsmed worth $493K as of Q1 2026.
  • Northern Trust bought 3,776 Carlsmed shares in Q1 2026, an estimated $45.6K.
  • Carlsmed made up ﹤0.01% of Northern Trust's portfolio in Q1 2026, its #3621 holding.
  • Northern Trust first reported a position in Carlsmed in Q3 2025 and has held it in 3 quarters since.
  • Northern Trust's Carlsmed position peaked at $702K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held Carlsmed as of Q1 2026.

Based on Northern Trust's 13F filing for Q1 2026, filed 14 May 2026.