BIA
CG icon

Bell Investment Advisors’s Carlyle Group CG Stock Holding History

Bell Investment 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 		$5.9K Sell
140
-136
-49% -$6.39K ﹤0.01% 913
2026
Q1 		$13.4K Buy
276
+106
+62% +$5.84K ﹤0.01% 579
2025
Q4 		$10K Hold
170
– – ﹤0.01% 692
2025
Q3 		$10.7K Hold
170
– – ﹤0.01% 621
2025
Q2 		$8.74K Buy
170
+41
+32% +$1.77K ﹤0.01% 740
2025
Q1 		$5.62K Hold
129
– – ﹤0.01% 861
2024
Q4 		$6.51K Sell
129
-34
-21% -$1.72K ﹤0.01% 791
2024
Q3 		$7.02K Sell
163
-19
-10% -$797 ﹤0.01% 770
2024
Q2 		$7.31K Hold
182
– – ﹤0.01% 738
2024
Q1 		$8.54K Hold
182
– – ﹤0.01% 660
2023
Q4 		$7.41K Buy
182
+35
+24% +$1.15K ﹤0.01% 681
2023
Q3 		$4.43K Buy
147
+21
+17% +$677 ﹤0.01% 873
2023
Q2 		$4.03K Sell
126
-193
-61% -$5.64K ﹤0.01% 931
2023
Q1 		$9.91K Sell
319
-2
-0.6% -$67 ﹤0.01% 486
2022
Q4 		$9.58K Buy
321
+236
+278% +$6.74K ﹤0.01% 500
2022
Q3 		$2K Buy
85
+50
+143% +$1.65K ﹤0.01% 1066
2022
Q2 		$1K Buy
+35
New +$1.34K ﹤0.01% 1365
2021
Q4 		$5K Buy
+94
New +$5.12K ﹤0.01% 745

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

Bell Investment Advisors's CG Position: Q2 2026 in Review

Bell Investment Advisors reduced its Carlyle Group (CG) stake by 49% in Q2 2026, selling an estimated $6.39K and leaving 140 shares worth $5.9K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Bell Investment Advisors first reported a position in CG in Q4 2021 and has held it in 18 quarters since. The position peaked at $13.4K in Q1 2026. 583 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Bell Investment Advisors held 140 shares of Carlyle Group worth $5.9K as of Q2 2026.
  • Bell Investment Advisors sold 136 Carlyle Group shares in Q2 2026, an estimated $6.39K.
  • Carlyle Group made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #913 holding.
  • Bell Investment Advisors first reported a position in Carlyle Group in Q4 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's Carlyle Group position peaked at $13.4K in Q1 2026.
  • 583 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.