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
Q2 		$174K Buy
16,749
+6,446
+63% +$67.8K ﹤0.01% 6872
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

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

UBS Group's CARL Position: Q2 2026 in Review

UBS Group increased its Carlsmed (CARL) stake by 63% in Q2 2026, buying an estimated $67.8K and bringing the position to 16,749 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #6872.

UBS Group first reported a position in CARL in Q3 2025 and has held it in 4 quarters since. The position peaked at $324K in Q3 2025. 74 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

  • UBS Group held 16,749 shares of Carlsmed worth $174K as of Q2 2026.
  • UBS Group bought 6,446 Carlsmed shares in Q2 2026, an estimated $67.8K.
  • Carlsmed made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6872 holding.
  • UBS Group first reported a position in Carlsmed in Q3 2025 and has held it in 4 quarters since.
  • UBS Group's Carlsmed position peaked at $324K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.