True Wealth Design
CARL icon

True Wealth Design’s Carlsmed CARL Stock Holding History

True Wealth Design’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
Q3 		$662 Sell
47
-5
-10% -$69 ﹤0.01% 2057
2026
Q2 		$540 Buy
52
+50
+2,500% +$526 ﹤0.01% 2182
2026
Q1 		$19 Sell
2
-2
-50% -$24 ﹤0.01% 2649
2025
Q4 		$50 Buy
+4
New +$53 ﹤0.01% 2417

Other funds holding CARL

Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

True Wealth Design's CARL Position: Q3 2026 in Review

True Wealth Design reduced its Carlsmed (CARL) stake by 9.6% in Q3 2026, selling an estimated $69 and leaving 47 shares worth $662. The position accounts for ﹤0.01% of the portfolio, ranked #2057.

True Wealth Design first reported a position in CARL in Q4 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold CARL as of Q3 2026.

  • True Wealth Design held 47 shares of Carlsmed worth $662 as of Q3 2026.
  • True Wealth Design sold 5 Carlsmed shares in Q3 2026, an estimated $69.
  • Carlsmed made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2057 holding.
  • True Wealth Design first reported a position in Carlsmed in Q4 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held Carlsmed as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.