Wells Fargo
CARL

Wells Fargo’s Carlsmed CARL Stock Holding History

Wells Fargo’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 		$30.2K Sell
3,333
-4,501
-57% -$54.4K ﹤0.01% 5627
2025
Q4 		$96.8K Buy
7,834
+2,989
+62% +$39.8K ﹤0.01% 5405
2025
Q3 		$64.9K Buy
+4,845
New +$66.2K ﹤0.01% 5478

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

Wells Fargo's CARL Position: Q1 2026 in Review

Wells Fargo reduced its Carlsmed (CARL) stake by 57% in Q1 2026, selling an estimated $54.4K and leaving 3,333 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #5627.

Wells Fargo first reported a position in CARL in Q3 2025 and has held it in 3 quarters since. The position peaked at $96.8K in Q4 2025. 66 funds tracked by Wall St. Rank hold CARL as of Q1 2026.

  • Wells Fargo held 3,333 shares of Carlsmed worth $30.2K as of Q1 2026.
  • Wells Fargo sold 4,501 Carlsmed shares in Q1 2026, an estimated $54.4K.
  • Carlsmed made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5627 holding.
  • Wells Fargo first reported a position in Carlsmed in Q3 2025 and has held it in 3 quarters since.
  • Wells Fargo's Carlsmed position peaked at $96.8K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Carlsmed as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.