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
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

O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Janus Henderson Group
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
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
KC
KCM Capital Shawnee, Kansas $622M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Russell Investments Group's CARL Position: Q1 2026 in Review

Russell Investments Group reduced its Carlsmed (CARL) stake by 0.59% in Q1 2026, selling an estimated $11.4K and leaving 159,291 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #2044.

Russell Investments Group first reported a position in CARL in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.13M in Q3 2025. 66 funds tracked by Wall St. Rank hold CARL as of Q1 2026.

  • Russell Investments Group held 159,291 shares of Carlsmed worth $1.44M as of Q1 2026.
  • Russell Investments Group sold 947 Carlsmed shares in Q1 2026, an estimated $11.4K.
  • Carlsmed made up ﹤0.01% of Russell Investments Group's portfolio in Q1 2026, its #2044 holding.
  • Russell Investments Group first reported a position in Carlsmed in Q3 2025 and has held it in 3 quarters since.
  • Russell Investments Group's Carlsmed position peaked at $2.13M in Q3 2025.
  • 66 funds tracked by Wall St. Rank held Carlsmed as of Q1 2026.

Based on Russell Investments Group's 13F filing for Q1 2026, filed 8 May 2026.