Chicago Partners Investment Group’s Carlyle Group CG Stock Holding History

Chicago Partners Investment Group’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	$2.07M	Sell	46,640 -30,392	-39%	-$1.43M	0.04%	352
2026 Q1	$3.95M	Sell	77,032 -49	-0.1%	-$2.7K	0.09%	200
2025 Q4	$4.72M	Buy	77,081 +392	+0.5%	+$22.3K	0.12%	164
2025 Q3	$4.43M	Sell	76,689 -1,718	-2%	-$107K	0.12%	165
2025 Q2	$4.79M	Sell	78,407 -88	-0.1%	-$3.79K	0.14%	149
2025 Q1	$3.14M	Buy	78,495 +2,567	+3%	+$127K	0.1%	174
2024 Q4	$3.97M	Buy	+75,928	New	+$3.85M	0.13%	143

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

Chicago Partners Investment Group's CG Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Carlyle Group (CG) stake by 39% in Q2 2026, selling an estimated $1.43M and leaving 46,640 shares worth $2.07M. The position accounts for 0.04% of the portfolio, ranked #352.

Chicago Partners Investment Group first reported a position in CG in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.79M in Q2 2025. 583 funds tracked by Wall St. Rank hold CG as of Q2 2026.

Chicago Partners Investment Group held 46,640 shares of Carlyle Group worth $2.07M as of Q2 2026.
Chicago Partners Investment Group sold 30,392 Carlyle Group shares in Q2 2026, an estimated $1.43M.
Carlyle Group made up 0.04% of Chicago Partners Investment Group's portfolio in Q2 2026, its #352 holding.
Chicago Partners Investment Group first reported a position in Carlyle Group in Q4 2024 and has held it in 7 quarters since.
Chicago Partners Investment Group's Carlyle Group position peaked at $4.79M in Q2 2025.
583 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.