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CAZ Investments’s Carlyle Group CG Stock Holding History

CAZ Investments’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 		$4.46M Buy
+106,000
New +$4.98M 0.99% 16
2022
Q3 		– Sell
-200
Closed -$6K – 35
2022
Q2 		$6K Buy
+200
New +$7.66K 0.02% 35

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

CAZ Investments's CG Position: Q2 2026 in Review

CAZ Investments opened a new position in Carlyle Group (CG) in Q2 2026: 106,000 shares worth $4.46M. The stake represents 0.99% of the portfolio and ranks #16 among its holdings. This is a return to the name: CAZ Investments previously reported a position in CG as recently as Q2 2022.

CAZ Investments first reported a position in CG in Q2 2022 and has held it in 2 quarters since. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • CAZ Investments held 106,000 shares of Carlyle Group worth $4.46M as of Q2 2026.
  • Carlyle Group was a new CAZ Investments position in Q2 2026.
  • Carlyle Group made up 0.99% of CAZ Investments's portfolio in Q2 2026, its #16 holding.
  • CAZ Investments first reported a position in Carlyle Group in Q2 2022 and has held it in 2 quarters since.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on CAZ Investments's 13F filing for Q2 2026, filed 13 Aug 2026.