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 Q1	$181	Hold	20	–	–	﹤0.01%	7577
2025 Q4	$247	Buy	+20	New	+$266	﹤0.01%	7554

Other funds holding CARL

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

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 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

KCM Capital Shawnee, Kansas $622M AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Osaic Holdings's CARL Position: Q1 2026 in Review

Osaic Holdings held its Carlsmed (CARL) position steady in Q1 2026 at 20 shares worth $181. The position accounts for ﹤0.01% of the portfolio, ranked #7577.

Osaic Holdings first reported a position in CARL in Q4 2025 and has held it in 2 quarters since. The position peaked at $247 in Q4 2025. 66 funds tracked by Wall St. Rank hold CARL as of Q1 2026.

Osaic Holdings held 20 shares of Carlsmed worth $181 as of Q1 2026.
Osaic Holdings left its Carlsmed share count unchanged in Q1 2026.
Carlsmed made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #7577 holding.
Osaic Holdings first reported a position in Carlsmed in Q4 2025 and has held it in 2 quarters since.
Osaic Holdings's Carlsmed position peaked at $247 in Q4 2025.
66 funds tracked by Wall St. Rank held Carlsmed as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.