State Street
CARL

State Street’s Carlsmed CARL Stock Holding History

State Street’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 		$1.38M Buy
133,083
+19,366
+17% +$204K ﹤0.01% 3419
2026
Q1 		$1.03M Buy
113,717
+44,776
+65% +$541K ﹤0.01% 3484
2025
Q4 		$851K Buy
68,941
+27,217
+65% +$362K ﹤0.01% 3559
2025
Q3 		$559K Buy
+41,724
New +$570K ﹤0.01% 3635

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

State Street's CARL Position: Q2 2026 in Review

State Street increased its Carlsmed (CARL) stake by 17% in Q2 2026, buying an estimated $204K and bringing the position to 133,083 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #3419.

State Street first reported a position in CARL in Q3 2025 and has held it in 4 quarters since. 74 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

  • State Street held 133,083 shares of Carlsmed worth $1.38M as of Q2 2026.
  • State Street bought 19,366 Carlsmed shares in Q2 2026, an estimated $204K.
  • Carlsmed made up ﹤0.01% of State Street's portfolio in Q2 2026, its #3419 holding.
  • State Street first reported a position in Carlsmed in Q3 2025 and has held it in 4 quarters since.
  • 74 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.