Root Financial Partners
CARL icon

Root Financial Partners’s Carlsmed CARL Stock Holding History

Root Financial Partners’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
Q3 		$1.2K Buy
+85
New +$1.18K ﹤0.01% 2872
2026
Q2 		– Sell
-15
Closed -$136 – 3440
2026
Q1 		$136 Buy
+15
New +$181 ﹤0.01% 3228

Other funds holding CARL

Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Root Financial Partners's CARL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Carlsmed (CARL) in Q3 2026: 85 shares worth $1.2K. The stake represents ﹤0.01% of the portfolio and ranks #2872 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CARL as recently as Q1 2026.

Root Financial Partners first reported a position in CARL in Q1 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold CARL as of Q3 2026.

  • Root Financial Partners held 85 shares of Carlsmed worth $1.2K as of Q3 2026.
  • Carlsmed was a new Root Financial Partners position in Q3 2026.
  • Carlsmed made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2872 holding.
  • Root Financial Partners first reported a position in Carlsmed in Q1 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Carlsmed as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.