Russell Investments Group
CARL

Russell Investments Group’s Carlsmed CARL Stock Holding History

Russell Investments Group’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 		$1.44M Sell
139,142
-20,149
-13% -$212K ﹤0.01% 2263
2026
Q1 		$1.44M Sell
159,291
-947
-0.6% -$11.4K ﹤0.01% 2044
2025
Q4 		$1.98M Buy
160,238
+1,292
+0.8% +$17.2K ﹤0.01% 1866
2025
Q3 		$2.13M Buy
+158,946
New +$2.17M ﹤0.01% 1819

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

Russell Investments Group's CARL Position: Q2 2026 in Review

Russell Investments Group reduced its Carlsmed (CARL) stake by 13% in Q2 2026, selling an estimated $212K and leaving 139,142 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #2263.

Russell Investments Group first reported a position in CARL in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.13M in Q3 2025. 74 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

  • Russell Investments Group held 139,142 shares of Carlsmed worth $1.44M as of Q2 2026.
  • Russell Investments Group sold 20,149 Carlsmed shares in Q2 2026, an estimated $212K.
  • Carlsmed made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #2263 holding.
  • Russell Investments Group first reported a position in Carlsmed in Q3 2025 and has held it in 4 quarters since.
  • Russell Investments Group's Carlsmed position peaked at $2.13M in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.