PWM
CARL

Palumbo Wealth Management’s Carlsmed CARL Stock Holding History

Palumbo Wealth Management’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 		$2.77M Buy
+267,298
New +$2.81M 0.58% 38

Other funds holding CARL

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Palumbo Wealth Management's CARL Position: Q2 2026 in Review

Palumbo Wealth Management opened a new position in Carlsmed (CARL) in Q2 2026: 267,298 shares worth $2.77M. The stake represents 0.58% of the portfolio and ranks #38 among its holdings.

39 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

  • Palumbo Wealth Management held 267,298 shares of Carlsmed worth $2.77M as of Q2 2026.
  • Carlsmed was a new Palumbo Wealth Management position in Q2 2026.
  • Carlsmed made up 0.58% of Palumbo Wealth Management's portfolio in Q2 2026, its #38 holding.
  • 39 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.