Vanguard Group’s Carlsmed CARL Stock Holding History

Vanguard 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
2025 Q4	$4.45M	Buy	360,082 +132,887	+58%	+$1.77M	﹤0.01%	3297
2025 Q3	$3.04M	Buy	+227,195	New	+$3.11M	﹤0.01%	3433

Other funds holding CARL

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Vanguard Group's CARL Position: Q4 2025 in Review

Vanguard Group increased its Carlsmed (CARL) stake by 58% in Q4 2025, buying an estimated $1.77M and bringing the position to 360,082 shares worth $4.45M. The position accounts for ﹤0.01% of the portfolio, ranked #3297.

Vanguard Group first reported a position in CARL in Q3 2025 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold CARL as of Q4 2025.

Vanguard Group held 360,082 shares of Carlsmed worth $4.45M as of Q4 2025.
Vanguard Group bought 132,887 Carlsmed shares in Q4 2025, an estimated $1.77M.
Carlsmed made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #3297 holding.
Vanguard Group first reported a position in Carlsmed in Q3 2025 and has held it in 2 quarters since.
57 funds tracked by Wall St. Rank held Carlsmed as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.