Clark Wealth Partners
CG icon

Clark Wealth Partners’s Carlyle Group CG Stock Holding History

Clark Wealth 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
Q3 		$3.89K Hold
98
– – ﹤0.01% 465
2026
Q2 		$4.13K Hold
98
– – ﹤0.01% 332
2026
Q1 		$4.74K Sell
98
-32
-25% -$1.76K ﹤0.01% 340
2025
Q4 		$7.68K Hold
130
– – ﹤0.01% 275
2025
Q3 		$7.68K Sell
130
-96
-42% -$6K ﹤0.01% 275
2025
Q2 		$11.6K Sell
226
-369
-62% -$15.9K 0.01% 197
2025
Q1 		$25.9K Hold
595
– – 0.02% 138
2024
Q4 		$30K Buy
+595
New +$30.2K 0.02% 114

Other funds holding CG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Clark Wealth Partners's CG Position: Q3 2026 in Review

Clark Wealth Partners held its Carlyle Group (CG) position steady in Q3 2026 at 98 shares worth $3.89K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Clark Wealth Partners first reported a position in CG in Q4 2024 and has held it in 8 quarters since. The position peaked at $30K in Q4 2024. 475 funds tracked by Wall St. Rank hold CG as of Q3 2026.

  • Clark Wealth Partners held 98 shares of Carlyle Group worth $3.89K as of Q3 2026.
  • Clark Wealth Partners left its Carlyle Group share count unchanged in Q3 2026.
  • Carlyle Group made up ﹤0.01% of Clark Wealth Partners's portfolio in Q3 2026, its #465 holding.
  • Clark Wealth Partners first reported a position in Carlyle Group in Q4 2024 and has held it in 8 quarters since.
  • Clark Wealth Partners's Carlyle Group position peaked at $30K in Q4 2024.
  • 475 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.