Vanguard Portfolio Management
CARL

Vanguard Portfolio Management’s Carlsmed CARL Stock Holding History

Vanguard Portfolio Management’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 		$591K Buy
56,948
+9,304
+20% +$97.8K ﹤0.01% 3043
2026
Q1 		$431K Buy
+47,644
New +$576K ﹤0.01% 2966

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

Vanguard Portfolio Management's CARL Position: Q2 2026 in Review

Vanguard Portfolio Management increased its Carlsmed (CARL) stake by 20% in Q2 2026, buying an estimated $97.8K and bringing the position to 56,948 shares worth $591K. The position accounts for ﹤0.01% of the portfolio, ranked #3043.

Vanguard Portfolio Management first reported a position in CARL in Q1 2026 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

  • Vanguard Portfolio Management held 56,948 shares of Carlsmed worth $591K as of Q2 2026.
  • Vanguard Portfolio Management bought 9,304 Carlsmed shares in Q2 2026, an estimated $97.8K.
  • Carlsmed made up ﹤0.01% of Vanguard Portfolio Management's portfolio in Q2 2026, its #3043 holding.
  • Vanguard Portfolio Management first reported a position in Carlsmed in Q1 2026 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on Vanguard Portfolio Management's 13F filing for Q2 2026, filed 13 Aug 2026.