Creative Capital Management Investments’s Carlyle Group CG Stock Holding History

Creative Capital Management 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	$2.78K	Buy	+66	New	+$3.1K	﹤0.01%	665

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 $3.38T AUM 44.17% 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

Creative Capital Management Investments's CG Position: Q2 2026 in Review

Creative Capital Management Investments opened a new position in Carlyle Group (CG) in Q2 2026: 66 shares worth $2.78K. The stake represents ﹤0.01% of the portfolio and ranks #665 among its holdings.

588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

Creative Capital Management Investments held 66 shares of Carlyle Group worth $2.78K as of Q2 2026.
Carlyle Group was a new Creative Capital Management Investments position in Q2 2026.
Carlyle Group made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #665 holding.
588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.