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	$13.2M	Buy	+312,500	New	+$14.7M	2.91%	8

Other funds holding CG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

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.