CSP
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Cary Street Partners’s Carlyle Group CG Stock Holding History

Cary Street Partners’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 		$278K Sell
6,595
-110
-2% -$5.17K 0.01% 833
2026
Q1 		$324K Buy
6,705
+1,505
+29% +$83K 0.01% 695
2025
Q4 		$307K Hold
5,200
– – 0.01% 722
2025
Q3 		$326K Sell
5,200
-43
-0.8% -$2.69K 0.01% 662
2025
Q2 		$269K Sell
5,243
-20
-0.4% -$862 0.01% 684
2025
Q1 		$229K Sell
5,263
-111
-2% -$5.5K 0.01% 708
2024
Q4 		$271K Buy
+5,374
New +$272K 0.01% 644

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Cary Street Partners's CG Position: Q2 2026 in Review

Cary Street Partners reduced its Carlyle Group (CG) stake by 1.6% in Q2 2026, selling an estimated $5.17K and leaving 6,595 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #833.

Cary Street Partners first reported a position in CG in Q4 2024 and has held it in 7 quarters since. The position peaked at $326K in Q3 2025. 584 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Cary Street Partners held 6,595 shares of Carlyle Group worth $278K as of Q2 2026.
  • Cary Street Partners sold 110 Carlyle Group shares in Q2 2026, an estimated $5.17K.
  • Carlyle Group made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #833 holding.
  • Cary Street Partners first reported a position in Carlyle Group in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's Carlyle Group position peaked at $326K in Q3 2025.
  • 584 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.