Sunrise Financial Services’s Carlsmed CARL Stock Holding History

Sunrise Financial Services’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	–	Sell	-26	Closed	-$235	–	658
2026 Q1	$235	Buy	+26	New	+$314	﹤0.01%	587

Other funds holding CARL

Jupiter Topco New York $245B AUM

PHP

Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KCM Capital Shawnee, Kansas $618M AUM

Pier Capital Stamford, Connecticut $755M AUM 94.38% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sunrise Financial Services's CARL Position: Q2 2026 in Review

Sunrise Financial Services sold out of Carlsmed (CARL) in Q2 2026, closing a stake of 26 shares — an estimated $235 sold.

Sunrise Financial Services first reported a position in CARL in Q1 2026 and held it in 1 quarter. The position peaked at $235 in Q1 2026. 75 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

Sunrise Financial Services reported no remaining Carlsmed position as of Q2 2026 after selling out during the quarter.
Sunrise Financial Services sold 26 Carlsmed shares in Q2 2026, an estimated $235.
Sunrise Financial Services first reported a position in Carlsmed in Q1 2026 and held it in 1 quarter.
Sunrise Financial Services's Carlsmed position peaked at $235 in Q1 2026.
75 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.