CMMS
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Comprehensive Money Management Services’s Carlyle Group CG Stock Holding History

Comprehensive Money Management Services’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 		$405K Buy
9,621
+3,596
+60% +$169K 0.26% 122
2026
Q1 		$292K Buy
6,025
+2,265
+60% +$125K 0.19% 159
2025
Q4 		$222K Buy
+3,760
New +$214K 0.15% 178

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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 $3.38T AUM 44.17% 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

Comprehensive Money Management Services's CG Position: Q2 2026 in Review

Comprehensive Money Management Services increased its Carlyle Group (CG) stake by 60% in Q2 2026, buying an estimated $169K and bringing the position to 9,621 shares worth $405K. The position accounts for 0.26% of the portfolio, ranked #122.

Comprehensive Money Management Services first reported a position in CG in Q4 2025 and has held it in 3 quarters since. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Comprehensive Money Management Services held 9,621 shares of Carlyle Group worth $405K as of Q2 2026.
  • Comprehensive Money Management Services bought 3,596 Carlyle Group shares in Q2 2026, an estimated $169K.
  • Carlyle Group made up 0.26% of Comprehensive Money Management Services's portfolio in Q2 2026, its #122 holding.
  • Comprehensive Money Management Services first reported a position in Carlyle Group in Q4 2025 and has held it in 3 quarters since.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.