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Bartlett & Co Wealth Management’s Carlyle Group CG Stock Holding History

Bartlett & Co Wealth 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 		$34.1K Hold
811
– – ﹤0.01% 802
2026
Q1 		$40.5K Hold
811
– – ﹤0.01% 720
2025
Q4 		$47.9K Sell
811
-190
-19% -$10.8K ﹤0.01% 680
2025
Q3 		$62.8K Hold
1,001
– – ﹤0.01% 629
2025
Q2 		$51.4K Hold
1,001
– – ﹤0.01% 652
2025
Q1 		$43.6K Hold
1,001
– – ﹤0.01% 675
2024
Q4 		$50.5K Hold
1,001
– – ﹤0.01% 652
2024
Q3 		$43.1K Hold
1,001
– – ﹤0.01% 682
2024
Q2 		$40.2K Sell
1,001
-100
-9% -$4.32K ﹤0.01% 692
2024
Q1 		$51.6K Hold
1,101
– – ﹤0.01% 658
2023
Q4 		$45.9K Hold
1,101
– – ﹤0.01% 721
2023
Q3 		$33.2K Hold
1,101
– – ﹤0.01% 727
2023
Q2 		$35.2K Buy
+1,101
New +$32.2K ﹤0.01% 725

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

Bartlett & Co Wealth Management's CG Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Carlyle Group (CG) position steady in Q2 2026 at 811 shares worth $34.1K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

Bartlett & Co Wealth Management first reported a position in CG in Q2 2023 and has held it in 13 quarters since. The position peaked at $62.8K in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Bartlett & Co Wealth Management held 811 shares of Carlyle Group worth $34.1K as of Q2 2026.
  • Bartlett & Co Wealth Management left its Carlyle Group share count unchanged in Q2 2026.
  • Carlyle Group made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #802 holding.
  • Bartlett & Co Wealth Management first reported a position in Carlyle Group in Q2 2023 and has held it in 13 quarters since.
  • Bartlett & Co Wealth Management's Carlyle Group position peaked at $62.8K in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.