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44 Wealth Management’s Carlyle Group CG Stock Holding History

44 Wealth Management’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$498K Sell
11,829
-482
-4% -$22.6K 0.16% 139
2026
Q1 		$596K Sell
12,311
-106
-0.9% -$5.84K 0.21% 133
2025
Q4 		$734K Sell
12,417
-3,949
-24% -$224K 0.25% 119
2025
Q3 		$1.03M Buy
16,366
+154
+0.9% +$9.62K 0.35% 97
2025
Q2 		$833K Buy
16,212
+4,692
+41% +$202K 0.3% 106
2025
Q1 		$502K Buy
+11,520
New +$571K 0.19% 131

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

44 Wealth Management's CG Position: Q2 2026 in Review

44 Wealth Management reduced its Carlyle Group (CG) stake by 3.9% in Q2 2026, selling an estimated $22.6K and leaving 11,829 shares worth $498K. The position accounts for 0.16% of the portfolio, ranked #139.

44 Wealth Management first reported a position in CG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.03M in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • 44 Wealth Management held 11,829 shares of Carlyle Group worth $498K as of Q2 2026.
  • 44 Wealth Management sold 482 Carlyle Group shares in Q2 2026, an estimated $22.6K.
  • Carlyle Group made up 0.16% of 44 Wealth Management's portfolio in Q2 2026, its #139 holding.
  • 44 Wealth Management first reported a position in Carlyle Group in Q1 2025 and has held it in 6 quarters since.
  • 44 Wealth Management's Carlyle Group position peaked at $1.03M in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.