Arkadios Wealth Advisors’s Carlyle Group CG Stock Holding History

Arkadios Wealth Advisors’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	$847K	Buy	20,111 +1,490	+8%	+$70K	0.01%	875
2026 Q1	$901K	Buy	18,621 +332	+2%	+$18.3K	0.01%	841
2025 Q4	$1.08M	Sell	18,289 -679	-4%	-$38.6K	0.02%	665
2025 Q3	$1.19M	Buy	18,968 +1,321	+7%	+$82.5K	0.03%	576
2025 Q2	$907K	Sell	17,647 -551	-3%	-$23.7K	0.03%	604
2025 Q1	$793K	Sell	18,198 -1,948	-10%	-$96.6K	0.03%	533
2024 Q4	$1.02M	Buy	+20,146	New	+$1.02M	0.06%	329
2021 Q3	–	Sell	-1,062	Closed	-$49K	–	1887
2021 Q2	$49K	Buy	1,062 +7	+0.7%	+$298	0.01%	934
2021 Q1	$38K	Buy	+1,055	New	+$37K	0.01%	766

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

Arkadios Wealth Advisors's CG Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Carlyle Group (CG) stake by 8% in Q2 2026, buying an estimated $70K and bringing the position to 20,111 shares worth $847K. The position accounts for 0.01% of the portfolio, ranked #875.

Arkadios Wealth Advisors first reported a position in CG in Q1 2021 and has held it in 9 quarters since. The position peaked at $1.19M in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

Arkadios Wealth Advisors held 20,111 shares of Carlyle Group worth $847K as of Q2 2026.
Arkadios Wealth Advisors bought 1,490 Carlyle Group shares in Q2 2026, an estimated $70K.
Carlyle Group made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #875 holding.
Arkadios Wealth Advisors first reported a position in Carlyle Group in Q1 2021 and has held it in 9 quarters since.
Arkadios Wealth Advisors's Carlyle Group position peaked at $1.19M in Q3 2025.
588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.