BMWM
CG icon

Brown Miller Wealth Management’s Carlyle Group CG Stock Holding History

Brown Miller 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
Q1 		– Sell
-3,400
Closed -$201K – 192
2025
Q4 		$201K Buy
3,400
+23
+0.7% +$1.31K 0.06% 192
2025
Q3 		$212K Buy
+3,377
New +$211K 0.06% 187

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
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
Morgan Stanley New York $1.66T AUM 25.57% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Brown Miller Wealth Management's CG Position: Q1 2026 in Review

Brown Miller Wealth Management sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 3,400 shares — an estimated $201K sold.

Brown Miller Wealth Management first reported a position in CG in Q3 2025 and held it in 2 quarters. The position peaked at $212K in Q3 2025. 602 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Brown Miller Wealth Management reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
  • Brown Miller Wealth Management sold 3,400 Carlyle Group shares in Q1 2026, an estimated $201K.
  • Brown Miller Wealth Management first reported a position in Carlyle Group in Q3 2025 and held it in 2 quarters.
  • Brown Miller Wealth Management's Carlyle Group position peaked at $212K in Q3 2025.
  • 602 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Brown Miller Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.