TRCT
CARL

Tower Research Capital (TRC)’s Carlsmed CARL Stock Holding History

Tower Research Capital (TRC)’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 		$12.5K Sell
1,205
-464
-28% -$4.88K ﹤0.01% 3901
2026
Q1 		$15.1K Buy
1,669
+637
+62% +$7.7K ﹤0.01% 3678
2025
Q4 		$12.7K Sell
1,032
-463
-31% -$6.16K ﹤0.01% 3451
2025
Q3 		$20K Buy
+1,495
New +$20.4K ﹤0.01% 3310

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

Tower Research Capital (TRC)'s CARL Position: Q2 2026 in Review

Tower Research Capital (TRC) reduced its Carlsmed (CARL) stake by 28% in Q2 2026, selling an estimated $4.88K and leaving 1,205 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3901.

Tower Research Capital (TRC) first reported a position in CARL in Q3 2025 and has held it in 4 quarters since. The position peaked at $20K in Q3 2025. 74 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

  • Tower Research Capital (TRC) held 1,205 shares of Carlsmed worth $12.5K as of Q2 2026.
  • Tower Research Capital (TRC) sold 464 Carlsmed shares in Q2 2026, an estimated $4.88K.
  • Carlsmed made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q2 2026, its #3901 holding.
  • Tower Research Capital (TRC) first reported a position in Carlsmed in Q3 2025 and has held it in 4 quarters since.
  • Tower Research Capital (TRC)'s Carlsmed position peaked at $20K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.