UBS Group
CARL

UBS Group’s Carlsmed CARL Stock Holding History

UBS Group’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 		$93.2K Sell
10,303
-383
-4% -$4.63K ﹤0.01% 7038
2025
Q4 		$132K Sell
10,686
-13,517
-56% -$180K ﹤0.01% 6772
2025
Q3 		$324K Buy
+24,203
New +$331K ﹤0.01% 6383

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

UBS Group's CARL Position: Q1 2026 in Review

UBS Group reduced its Carlsmed (CARL) stake by 3.6% in Q1 2026, selling an estimated $4.63K and leaving 10,303 shares worth $93.2K. The position accounts for ﹤0.01% of the portfolio, ranked #7038.

UBS Group first reported a position in CARL in Q3 2025 and has held it in 3 quarters since. The position peaked at $324K in Q3 2025. 66 funds tracked by Wall St. Rank hold CARL as of Q1 2026.

  • UBS Group held 10,303 shares of Carlsmed worth $93.2K as of Q1 2026.
  • UBS Group sold 383 Carlsmed shares in Q1 2026, an estimated $4.63K.
  • Carlsmed made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7038 holding.
  • UBS Group first reported a position in Carlsmed in Q3 2025 and has held it in 3 quarters since.
  • UBS Group's Carlsmed position peaked at $324K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held Carlsmed as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.