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 Q2	–	Sell	-15	Closed	-$136	–	3440
2026 Q1	$136	Buy	+15	New	+$181	﹤0.01%	3228

Other funds holding CARL

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PHP

Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KCM Capital Shawnee, Kansas $618M AUM

Pier Capital Stamford, Connecticut $755M AUM 94.38% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Root Financial Partners's CARL Position: Q2 2026 in Review

Root Financial Partners sold out of Carlsmed (CARL) in Q2 2026, closing a stake of 15 shares — an estimated $136 sold.

Root Financial Partners first reported a position in CARL in Q1 2026 and held it in 1 quarter. The position peaked at $136 in Q1 2026. 74 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

Root Financial Partners reported no remaining Carlsmed position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 15 Carlsmed shares in Q2 2026, an estimated $136.
Root Financial Partners first reported a position in Carlsmed in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Carlsmed position peaked at $136 in Q1 2026.
74 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.