Board of Trustees of The Leland Stanford Junior University CARL — CARLSMED INC

Ownership history in Board of Trustees of The Leland Stanford Junior University  ·  4 quarters on record

AI Ownership Summary

Board of Trustees of The Leland Stanford Junior University reported CARLSMED INC (CARL) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.06% in 2025 Q4. The latest visible filing shows CARL at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CARL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Board of Trustees of The Leland Stanford Junior University's position in CARLSMED INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CARL was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CARL stock page Board of Trustees of The Leland Stanford Junior University fund profile Board of Trustees of The Leland Stanford Junior University full holdings
How Board of Trustees of The Leland Stanford Junior University held CARL — position size vs. price
% of Fund (quarterly)    CARL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 12,516 — 0% 0.02% $130K 2026-08-12 $13.72
2026 Q1 REDUCED 50.0% +22.9% ❌ 12,516 -12,514 -50.0% 0.01% $113K 2026-05-07 $9.75
2025 Q4 UNCHANGED — — — 25,030 — 0% 0.06% $309K 2026-02-17 $11.18
2025 Q3 INITIATED — — — 25,030 — — 0.04% $335K 2025-11-05 $12.10

🏢 Other funds also holding CARL

As of 2026 Q3 — sorted by position size

ZEVENBERGEN CAPITAL INVESTMENTS LLC 3Y 7Y 0.01% ARMSTRONG ADVISORY GROUP, INC 3Y 0.0% Essential Partners LLC 0.0% True Wealth Design, LLC 3Y 0.0% Fortitude Family Office, LLC 0.0% Farther Finance Advisors, LLC 3Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0% GAMMA Investing LLC 0.0%

FAQ About Board of Trustees of The Leland Stanford Junior University and CARL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Board of Trustees of The Leland Stanford Junior University reported owning CARL?

Board of Trustees of The Leland Stanford Junior University reported CARL across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported CARL position in Board of Trustees of The Leland Stanford Junior University's portfolio?

The largest reported portfolio weight for CARL was 0.06% in 2025 Q4.

What is the latest reported CARL position on this page?

The most recent filing on this page is 2026 Q2, when Board of Trustees of The Leland Stanford Junior University reported 12,516 shares, equal to 0.02% of portfolio, with an estimated market value of $130K.

What does the chart on this CARL ownership page compare?

The chart compares Board of Trustees of The Leland Stanford Junior University's quarterly CARL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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