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 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

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

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 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

KCM Capital Shawnee, Kansas $622M AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street's CARL Position: Q1 2026 in Review

State Street increased its Carlsmed (CARL) stake by 65% in Q1 2026, buying an estimated $541K and bringing the position to 113,717 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #3484.

State Street first reported a position in CARL in Q3 2025 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold CARL as of Q1 2026.

State Street held 113,717 shares of Carlsmed worth $1.03M as of Q1 2026.
State Street bought 44,776 Carlsmed shares in Q1 2026, an estimated $541K.
Carlsmed made up ﹤0.01% of State Street's portfolio in Q1 2026, its #3484 holding.
State Street first reported a position in Carlsmed in Q3 2025 and has held it in 3 quarters since.
66 funds tracked by Wall St. Rank held Carlsmed as of Q1 2026.

Based on State Street's 13F filing for Q1 2026, filed 15 May 2026.