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Cornerstone Select Advisors’s Carlyle Group CG Stock Holding History

Cornerstone Select Advisors’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 		– Sell
-4,415
Closed -$214K – 151
2026
Q1 		$214K Hold
4,415
– – 0.13% 114
2025
Q4 		$261K Hold
4,415
– – 0.18% 91
2025
Q3 		$277K Hold
4,415
– – 0.2% 92
2025
Q2 		$227K Buy
+4,415
New +$190K 0.2% 96
2025
Q1 		– Sell
-4,415
Closed -$223K – 114
2024
Q4 		$223K Buy
+4,415
New +$224K 0.21% 102

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

Cornerstone Select Advisors's CG Position: Q2 2026 in Review

Cornerstone Select Advisors sold out of Carlyle Group (CG) in Q2 2026, closing a stake of 4,415 shares — an estimated $214K sold.

Cornerstone Select Advisors first reported a position in CG in Q4 2024 and held it in 5 quarters. The position peaked at $277K in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Cornerstone Select Advisors reported no remaining Carlyle Group position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Select Advisors sold 4,415 Carlyle Group shares in Q2 2026, an estimated $214K.
  • Cornerstone Select Advisors first reported a position in Carlyle Group in Q4 2024 and held it in 5 quarters.
  • Cornerstone Select Advisors's Carlyle Group position peaked at $277K in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Cornerstone Select Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.