SECTORAL ASSET MANAGEMENT INC CARL β€” CARLSMED INC

Ownership history in SECTORAL ASSET MANAGEMENT INC  Β·  1 quarter on record

AI Ownership Summary

SECTORAL ASSET MANAGEMENT INC reported CARLSMED INC (CARL) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 0.47% in 2025 Q4. The latest visible filing shows CARL at 0.47% 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 SECTORAL ASSET MANAGEMENT INC'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
2025 Q4

CARL was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% 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 Q4 to 2025 Q4

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.

How SECTORAL ASSET MANAGEMENT INC held CARL β€” position size vs. price
% of Fund (quarterly)    CARL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED β€” β€” β€” 47,700 β€” β€” 0.47% $589K 2026-02-09 $12.05

FAQ About SECTORAL ASSET MANAGEMENT INC and CARL

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

How long has SECTORAL ASSET MANAGEMENT INC reported owning CARL?

SECTORAL ASSET MANAGEMENT INC reported CARL across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported CARL position in SECTORAL ASSET MANAGEMENT INC's portfolio?

The largest reported portfolio weight for CARL was 0.47% in 2025 Q4.

What is the latest reported CARL position on this page?

The most recent filing on this page is 2025 Q4, when SECTORAL ASSET MANAGEMENT INC reported 47,700 shares, equal to 0.47% of portfolio, with an estimated market value of $589K.

What does the chart on this CARL ownership page compare?

The chart compares SECTORAL ASSET MANAGEMENT INC'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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