Nuveen
CARL icon

Nuveen’s Carlsmed CARL Stock Holding History

Nuveen’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
Q3 		$140K Buy
+9,932
New +$138K ﹤0.01% 3913
2025
Q4 		– Sell
-30,710
Closed -$411K – 3317
2025
Q3 		$411K Buy
+30,710
New +$420K ﹤0.01% 2967

Other funds holding CARL

Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Kornitzer Capital Management
Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Nuveen's CARL Position: Q3 2026 in Review

Nuveen opened a new position in Carlsmed (CARL) in Q3 2026: 9,932 shares worth $140K. The stake represents ﹤0.01% of the portfolio and ranks #3913 among its holdings. This is a return to the name: Nuveen previously reported a position in CARL as recently as Q3 2025.

Nuveen first reported a position in CARL in Q3 2025 and has held it in 2 quarters since. The position peaked at $411K in Q3 2025. 30 funds tracked by Wall St. Rank hold CARL as of Q3 2026.

  • Nuveen held 9,932 shares of Carlsmed worth $140K as of Q3 2026.
  • Carlsmed was a new Nuveen position in Q3 2026.
  • Carlsmed made up ﹤0.01% of Nuveen's portfolio in Q3 2026, its #3913 holding.
  • Nuveen first reported a position in Carlsmed in Q3 2025 and has held it in 2 quarters since.
  • Nuveen's Carlsmed position peaked at $411K in Q3 2025.
  • 30 funds tracked by Wall St. Rank held Carlsmed as of Q3 2026.

Based on Nuveen's 13F filing for Q3 2026, filed 10 Nov 2026.