TWD
CARL

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
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

KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's CARL Position: Q2 2026 in Review

True Wealth Design increased its Carlsmed (CARL) stake by 2,500% in Q2 2026, buying an estimated $526 and bringing the position to 52 shares worth $540. The position accounts for ﹤0.01% of the portfolio, ranked #2182.

True Wealth Design first reported a position in CARL in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

  • True Wealth Design held 52 shares of Carlsmed worth $540 as of Q2 2026.
  • True Wealth Design bought 50 Carlsmed shares in Q2 2026, an estimated $526.
  • Carlsmed made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2182 holding.
  • True Wealth Design first reported a position in Carlsmed in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.