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Bernard Wealth Management’s Carlyle Group CG Stock Holding History

Bernard 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 		– Sell
-500
Closed -$475 – 334
2026
Q1 		$475 Hold
500
– – ﹤0.01% 328
2025
Q4 		$570 Buy
+500
New +$28.4K ﹤0.01% 319

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

Bernard Wealth Management's CG Position: Q2 2026 in Review

Bernard Wealth Management sold out of Carlyle Group (CG) in Q2 2026, closing a stake of 500 shares — an estimated $475 sold.

Bernard Wealth Management first reported a position in CG in Q4 2025 and held it in 2 quarters. The position peaked at $570 in Q4 2025. 583 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Bernard Wealth Management reported no remaining Carlyle Group position as of Q2 2026 after selling out during the quarter.
  • Bernard Wealth Management sold 500 Carlyle Group shares in Q2 2026, an estimated $475.
  • Bernard Wealth Management first reported a position in Carlyle Group in Q4 2025 and held it in 2 quarters.
  • Bernard Wealth Management's Carlyle Group position peaked at $570 in Q4 2025.
  • 583 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.