Osaic Holdings’s Carlsmed CARL Stock Holding History

Osaic Holdings’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	$208	Hold	20	–	–	﹤0.01%	7776
2026 Q1	$181	Hold	20	–	–	﹤0.01%	7577
2025 Q4	$247	Buy	+20	New	+$266	﹤0.01%	7554

Other funds holding CARL

Jupiter Topco New York $245B AUM

PHP

Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KCM Capital Shawnee, Kansas $618M AUM

Pier Capital Stamford, Connecticut $755M AUM 94.38% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Osaic Holdings's CARL Position: Q2 2026 in Review

Osaic Holdings held its Carlsmed (CARL) position steady in Q2 2026 at 20 shares worth $208. The position accounts for ﹤0.01% of the portfolio, ranked #7776.

Osaic Holdings first reported a position in CARL in Q4 2025 and has held it in 3 quarters since. The position peaked at $247 in Q4 2025. 74 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

Osaic Holdings held 20 shares of Carlsmed worth $208 as of Q2 2026.
Osaic Holdings left its Carlsmed share count unchanged in Q2 2026.
Carlsmed made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #7776 holding.
Osaic Holdings first reported a position in Carlsmed in Q4 2025 and has held it in 3 quarters since.
Osaic Holdings's Carlsmed position peaked at $247 in Q4 2025.
74 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.