RhumbLine Advisers
CARL

RhumbLine Advisers’s Carlsmed CARL Stock Holding History

RhumbLine Advisers’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 		$60.1K Buy
5,788
+607
+12% +$6.38K ﹤0.01% 3650
2026
Q1 		$46.9K Buy
5,181
+762
+17% +$9.21K ﹤0.01% 3600
2025
Q4 		$54.6K Sell
4,419
-1,484
-25% -$19.8K ﹤0.01% 3619
2025
Q3 		$79K Buy
+5,903
New +$80.7K ﹤0.01% 3580

Other funds holding CARL

JT
Jupiter Topco New York $245B AUM
PHP
Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return
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
Millennium Management
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RhumbLine Advisers's CARL Position: Q2 2026 in Review

RhumbLine Advisers increased its Carlsmed (CARL) stake by 12% in Q2 2026, buying an estimated $6.38K and bringing the position to 5,788 shares worth $60.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3650.

RhumbLine Advisers first reported a position in CARL in Q3 2025 and has held it in 4 quarters since. The position peaked at $79K in Q3 2025. 75 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

  • RhumbLine Advisers held 5,788 shares of Carlsmed worth $60.1K as of Q2 2026.
  • RhumbLine Advisers bought 607 Carlsmed shares in Q2 2026, an estimated $6.38K.
  • Carlsmed made up ﹤0.01% of RhumbLine Advisers's portfolio in Q2 2026, its #3650 holding.
  • RhumbLine Advisers first reported a position in Carlsmed in Q3 2025 and has held it in 4 quarters since.
  • RhumbLine Advisers's Carlsmed position peaked at $79K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on RhumbLine Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.