SIC
CARL

SJS Investment Consulting’s Carlsmed CARL Stock Holding History

SJS Investment Consulting’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 		$198 Buy
+19
New +$200 ﹤0.01% 2479

Other funds holding CARL

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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

SJS Investment Consulting's CARL Position: Q2 2026 in Review

SJS Investment Consulting opened a new position in Carlsmed (CARL) in Q2 2026: 19 shares worth $198. The stake represents ﹤0.01% of the portfolio and ranks #2479 among its holdings.

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

  • SJS Investment Consulting held 19 shares of Carlsmed worth $198 as of Q2 2026.
  • Carlsmed was a new SJS Investment Consulting position in Q2 2026.
  • Carlsmed made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #2479 holding.
  • 9 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.