TWC
CARL

TD Waterhouse Canada’s Carlsmed CARL Stock Holding History

TD Waterhouse Canada’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
-20,000
Closed -$192K – 2521
2026
Q1 		$192K Sell
20,000
-155,405
-89% -$1.88M ﹤0.01% 1047
2025
Q4 		$2.15M Buy
175,405
+23,163
+15% +$308K 0.01% 439
2025
Q3 		$2.03M Buy
+152,242
New +$2.08M 0.01% 446

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

TD Waterhouse Canada's CARL Position: Q2 2026 in Review

TD Waterhouse Canada sold out of Carlsmed (CARL) in Q2 2026, closing a stake of 20,000 shares — an estimated $192K sold.

TD Waterhouse Canada first reported a position in CARL in Q3 2025 and held it in 3 quarters. The position peaked at $2.15M in Q4 2025. 75 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

  • TD Waterhouse Canada reported no remaining Carlsmed position as of Q2 2026 after selling out during the quarter.
  • TD Waterhouse Canada sold 20,000 Carlsmed shares in Q2 2026, an estimated $192K.
  • TD Waterhouse Canada first reported a position in Carlsmed in Q3 2025 and held it in 3 quarters.
  • TD Waterhouse Canada's Carlsmed position peaked at $2.15M in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.