Pier Capital’s Carlsmed CARL Stock Holding History

Pier Capital’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	$3.88M	Buy	+373,677	New	+$3.93M	0.51%	90

Other funds holding CARL

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Pier Capital's CARL Position: Q2 2026 in Review

Pier Capital opened a new position in Carlsmed (CARL) in Q2 2026: 373,677 shares worth $3.88M. The stake represents 0.51% of the portfolio and ranks #90 among its holdings.

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

Pier Capital held 373,677 shares of Carlsmed worth $3.88M as of Q2 2026.
Carlsmed was a new Pier Capital position in Q2 2026.
Carlsmed made up 0.51% of Pier Capital's portfolio in Q2 2026, its #90 holding.
22 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on Pier Capital's 13F filing for Q2 2026, filed 5 Aug 2026.