ASCM
CG icon

Adkins Seale Capital Management’s Carlyle Group CG Stock Holding History

Adkins Seale Capital 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 		$25.3K Buy
601
+55
+10% +$2.58K 0.02% 168
2026
Q1 		$26.4K Hold
546
– – 0.03% 158
2025
Q4 		$32.3K Buy
+546
New +$31K 0.03% 152

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

Adkins Seale Capital Management's CG Position: Q2 2026 in Review

Adkins Seale Capital Management increased its Carlyle Group (CG) stake by 10% in Q2 2026, buying an estimated $2.58K and bringing the position to 601 shares worth $25.3K. The position accounts for 0.02% of the portfolio, ranked #168.

Adkins Seale Capital Management first reported a position in CG in Q4 2025 and has held it in 3 quarters since. The position peaked at $32.3K in Q4 2025. 572 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Adkins Seale Capital Management held 601 shares of Carlyle Group worth $25.3K as of Q2 2026.
  • Adkins Seale Capital Management bought 55 Carlyle Group shares in Q2 2026, an estimated $2.58K.
  • Carlyle Group made up 0.02% of Adkins Seale Capital Management's portfolio in Q2 2026, its #168 holding.
  • Adkins Seale Capital Management first reported a position in Carlyle Group in Q4 2025 and has held it in 3 quarters since.
  • Adkins Seale Capital Management's Carlyle Group position peaked at $32.3K in Q4 2025.
  • 572 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Adkins Seale Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.