Rothschild Investment LLC’s Carlsmed CARL Stock Holding History

Rothschild Investment LLC’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	$249	Buy	+24	New	+$252	﹤0.01%	3414

Other funds holding CARL

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

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

Rothschild Investment LLC's CARL Position: Q2 2026 in Review

Rothschild Investment LLC opened a new position in Carlsmed (CARL) in Q2 2026: 24 shares worth $249. The stake represents ﹤0.01% of the portfolio and ranks #3414 among its holdings.

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

Rothschild Investment LLC held 24 shares of Carlsmed worth $249 as of Q2 2026.
Carlsmed was a new Rothschild Investment LLC position in Q2 2026.
Carlsmed made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3414 holding.
22 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.