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
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

O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Janus Henderson Group
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
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
KC
KCM Capital Shawnee, Kansas $622M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TD Waterhouse Canada's CARL Position: Q1 2026 in Review

TD Waterhouse Canada reduced its Carlsmed (CARL) stake by 89% in Q1 2026, selling an estimated $1.88M and leaving 20,000 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

TD Waterhouse Canada first reported a position in CARL in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.15M in Q4 2025. 66 funds tracked by Wall St. Rank hold CARL as of Q1 2026.

  • TD Waterhouse Canada held 20,000 shares of Carlsmed worth $192K as of Q1 2026.
  • TD Waterhouse Canada sold 155,405 Carlsmed shares in Q1 2026, an estimated $1.88M.
  • Carlsmed made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q1 2026, its #1047 holding.
  • TD Waterhouse Canada first reported a position in Carlsmed in Q3 2025 and has held it in 3 quarters since.
  • TD Waterhouse Canada's Carlsmed position peaked at $2.15M in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Carlsmed as of Q1 2026.

Based on TD Waterhouse Canada's 13F filing for Q1 2026, filed 12 May 2026.