Abound Wealth Management’s Carlyle Group CG Stock Holding History

Abound 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	$5.39K	Buy	+128	New	+$6.01K	﹤0.01%	588

Other funds holding CG

FSA

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

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

Abound Wealth Management opened a new position in Carlyle Group (CG) in Q2 2026: 128 shares worth $5.39K. The stake represents ﹤0.01% of the portfolio and ranks #588 among its holdings.

59 funds tracked by Wall St. Rank hold CG as of Q2 2026.

Abound Wealth Management held 128 shares of Carlyle Group worth $5.39K as of Q2 2026.
Carlyle Group was a new Abound Wealth Management position in Q2 2026.
Carlyle Group made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #588 holding.
59 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.