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
Q2 		$671K Buy
64,633
+10,157
+19% +$107K ﹤0.01% 3594
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

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

Northern Trust's CARL Position: Q2 2026 in Review

Northern Trust increased its Carlsmed (CARL) stake by 19% in Q2 2026, buying an estimated $107K and bringing the position to 64,633 shares worth $671K. The position accounts for ﹤0.01% of the portfolio, ranked #3594.

Northern Trust first reported a position in CARL in Q3 2025 and has held it in 4 quarters since. The position peaked at $702K in Q3 2025. 74 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

  • Northern Trust held 64,633 shares of Carlsmed worth $671K as of Q2 2026.
  • Northern Trust bought 10,157 Carlsmed shares in Q2 2026, an estimated $107K.
  • Carlsmed made up ﹤0.01% of Northern Trust's portfolio in Q2 2026, its #3594 holding.
  • Northern Trust first reported a position in Carlsmed in Q3 2025 and has held it in 4 quarters since.
  • Northern Trust's Carlsmed position peaked at $702K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on Northern Trust's 13F filing for Q2 2026, filed 13 Aug 2026.