SCM
CARL

Sterling Capital Management’s Carlsmed CARL Stock Holding History

Sterling Capital Management’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 		$1.09K Sell
105
-25
-19% -$263 ﹤0.01% 3112
2026
Q1 		$1.18K Sell
130
-49
-27% -$592 ﹤0.01% 3075
2025
Q4 		$2.21K Buy
179
+19
+12% +$253 ﹤0.01% 3054
2025
Q3 		$2.14K Buy
+160
New +$2.19K ﹤0.01% 2964

Other funds holding CARL

KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 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

Sterling Capital Management's CARL Position: Q2 2026 in Review

Sterling Capital Management reduced its Carlsmed (CARL) stake by 19% in Q2 2026, selling an estimated $263 and leaving 105 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #3112.

Sterling Capital Management first reported a position in CARL in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.21K in Q4 2025. 14 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

  • Sterling Capital Management held 105 shares of Carlsmed worth $1.09K as of Q2 2026.
  • Sterling Capital Management sold 25 Carlsmed shares in Q2 2026, an estimated $263.
  • Carlsmed made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #3112 holding.
  • Sterling Capital Management first reported a position in Carlsmed in Q3 2025 and has held it in 4 quarters since.
  • Sterling Capital Management's Carlsmed position peaked at $2.21K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.