SS
CARL

Steve Schonfeld’s Carlsmed CARL Stock Holding History

Steve Schonfeld’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 		$2.33M Sell
224,804
-58,376
-21% -$614K 0.01% 988
2026
Q1 		$2.56M Buy
+283,180
New +$3.42M 0.02% 718

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Steve Schonfeld's CARL Position: Q2 2026 in Review

Steve Schonfeld reduced its Carlsmed (CARL) stake by 21% in Q2 2026, selling an estimated $614K and leaving 224,804 shares worth $2.33M. The position accounts for 0.01% of the portfolio, ranked #988.

Steve Schonfeld first reported a position in CARL in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.56M in Q1 2026. 74 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

  • Steve Schonfeld held 224,804 shares of Carlsmed worth $2.33M as of Q2 2026.
  • Steve Schonfeld sold 58,376 Carlsmed shares in Q2 2026, an estimated $614K.
  • Carlsmed made up 0.01% of Steve Schonfeld's portfolio in Q2 2026, its #988 holding.
  • Steve Schonfeld first reported a position in Carlsmed in Q1 2026 and has held it in 2 quarters since.
  • Steve Schonfeld's Carlsmed position peaked at $2.56M in Q1 2026.
  • 74 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.