Action Point Financial Planning’s Carlyle Group CG Stock Holding History

Action Point Financial Planning’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	$6.23K	Buy	+151	New	+$7.09K	﹤0.01%	1698

Other funds holding CG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Action Point Financial Planning's CG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Carlyle Group (CG) in Q2 2026: 151 shares worth $6.23K. The stake represents ﹤0.01% of the portfolio and ranks #1698 among its holdings.

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

Action Point Financial Planning held 151 shares of Carlyle Group worth $6.23K as of Q2 2026.
Carlyle Group was a new Action Point Financial Planning position in Q2 2026.
Carlyle Group made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1698 holding.
583 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.