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 Q1	$136	Buy	+15	New	+$181	﹤0.01%	3228

Other funds holding CARL

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

PHP

Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

KCM Capital Shawnee, Kansas $622M AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Root Financial Partners's CARL Position: Q1 2026 in Review

Root Financial Partners opened a new position in Carlsmed (CARL) in Q1 2026: 15 shares worth $136. The stake represents ﹤0.01% of the portfolio and ranks #3228 among its holdings.

66 funds tracked by Wall St. Rank hold CARL as of Q1 2026.

Root Financial Partners held 15 shares of Carlsmed worth $136 as of Q1 2026.
Carlsmed was a new Root Financial Partners position in Q1 2026.
Carlsmed made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3228 holding.
66 funds tracked by Wall St. Rank held Carlsmed as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.