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 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 $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Arkadios Wealth Advisors's CG Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Carlyle Group (CG) stake by 1.8% in Q1 2026, buying an estimated $18.3K and bringing the position to 18,621 shares worth $901K. The position accounts for 0.01% of the portfolio, ranked #841.

Arkadios Wealth Advisors first reported a position in CG in Q1 2021 and has held it in 8 quarters since. The position peaked at $1.19M in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

Arkadios Wealth Advisors held 18,621 shares of Carlyle Group worth $901K as of Q1 2026.
Arkadios Wealth Advisors bought 332 Carlyle Group shares in Q1 2026, an estimated $18.3K.
Carlyle Group made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #841 holding.
Arkadios Wealth Advisors first reported a position in Carlyle Group in Q1 2021 and has held it in 8 quarters since.
Arkadios Wealth Advisors's Carlyle Group position peaked at $1.19M in Q3 2025.
600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.