Advisornet Financial’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.82K | Buy |
203
+4
| +2% | +$221 | ﹤0.01% | 1543 |
|
|
2025
Q4 | $11.8K | Hold |
199
| – | – | ﹤0.01% | 1492 |
|
|
2025
Q3 | $12.5K | Hold |
199
| – | – | ﹤0.01% | 1451 |
|
|
2025
Q2 | $10.2K | Sell |
199
-20
| -9% | -$862 | ﹤0.01% | 1472 |
|
|
2025
Q1 | $9.55K | Sell |
219
-324
| -60% | -$16.1K | ﹤0.01% | 1426 |
|
|
2024
Q4 | $27.4K | Buy |
543
+6
| +1% | +$304 | ﹤0.01% | 1047 |
|
|
2024
Q3 | $23.1K | Buy |
537
+6
| +1% | +$252 | ﹤0.01% | 1151 |
|
|
2024
Q2 | $21.3K | Sell |
531
-20
| -4% | -$864 | ﹤0.01% | 1078 |
|
|
2024
Q1 | $25.8K | Sell |
551
-263
| -32% | -$11.4K | ﹤0.01% | 1002 |
|
|
2023
Q4 | $33.1K | Hold |
814
| – | – | ﹤0.01% | 937 |
|
|
2023
Q3 | $24.6K | Buy |
814
+453
| +125% | +$14.6K | ﹤0.01% | 972 |
|
|
2023
Q2 | $11.5K | Sell |
361
-21
| -5% | -$613 | ﹤0.01% | 1284 |
|
|
2023
Q1 | $11.9K | Buy |
382
+6
| +2% | +$200 | ﹤0.01% | 1251 |
|
|
2022
Q4 | $11.2K | Sell |
376
-16,840
| -98% | -$481K | ﹤0.01% | 1261 |
|
|
2022
Q3 | $445K | Buy |
17,216
+345
| +2% | +$11.4K | 0.04% | 340 |
|
|
2022
Q2 | $534K | Buy |
16,871
+789
| +5% | +$30.2K | 0.05% | 300 |
|
|
2022
Q1 | $787K | Buy |
16,082
+315
| +2% | +$15.1K | 0.05% | 293 |
|
|
2021
Q4 | $866K | Sell |
15,767
-1,372
| -8% | -$74.7K | 0.05% | 292 |
|
|
2021
Q3 | $810K | Sell |
17,139
-276
| -2% | -$13.2K | 0.06% | 274 |
|
|
2021
Q2 | $809K | Sell |
17,415
-868
| -5% | -$36.9K | 0.05% | 302 |
|
|
2021
Q1 | $672K | Sell |
18,283
-170
| -0.9% | -$5.96K | 0.05% | 316 |
|
|
2020
Q4 | $580K | Sell |
18,453
-253
| -1% | -$7.13K | 0.05% | 315 |
|
|
2020
Q3 | $461K | Buy |
18,706
+1,273
| +7% | +$34.3K | 0.04% | 346 |
|
|
2020
Q2 | $486K | Buy |
17,433
+13,008
| +294% | +$334K | 0.04% | 345 |
|
|
2020
Q1 | $96K | Buy |
4,425
+3,245
| +275% | +$93.6K | 0.01% | 627 |
|
|
2019
Q4 | $38K | Sell |
1,180
-5,420
| -82% | -$153K | ﹤0.01% | 982 |
|
|
2019
Q3 | $169K | Hold |
6,600
| – | – | 0.02% | 545 |
|
|
2019
Q2 | $149K | Hold |
6,600
| – | – | 0.02% | 506 |
|
|
2019
Q1 | $121K | Hold |
6,600
| – | – | 0.01% | 505 |
|
|
2018
Q4 | $104K | Sell |
6,600
-1,500
| -19% | -$28.5K | 0.01% | 509 |
|
|
2018
Q3 | $183K | Buy |
8,100
+1,000
| +14% | +$23.5K | 0.02% | 432 |
|
|
2018
Q2 | $151K | Sell |
7,100
-1,000
| -12% | -$21.5K | 0.02% | 444 |
|
|
2018
Q1 | $173K | Buy |
+8,100
| New | +$191K | 0.02% | 415 |
|
Other funds holding CG
VPM
VCM
Advisornet Financial's CG Position: Q1 2026 in Review
Advisornet Financial increased its Carlyle Group (CG) stake by 2% in Q1 2026, buying an estimated $221 and bringing the position to 203 shares worth $9.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1543.
Advisornet Financial first reported a position in CG in Q1 2018 and has held it in 33 quarters since. The position peaked at $866K in Q4 2021. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.
- Advisornet Financial held 203 shares of Carlyle Group worth $9.82K as of Q1 2026.
- Advisornet Financial bought 4 Carlyle Group shares in Q1 2026, an estimated $221.
- Carlyle Group made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1543 holding.
- Advisornet Financial first reported a position in Carlyle Group in Q1 2018 and has held it in 33 quarters since.
- Advisornet Financial's Carlyle Group position peaked at $866K in Q4 2021.
- 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.
Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.