CFD
CG icon

Creative Financial Designs’s Carlyle Group CG Stock Holding History

Creative Financial Designs’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 		$421 Hold
10
– – ﹤0.01% 2154
2026
Q1 		$484 Hold
10
– – ﹤0.01% 2006
2025
Q4 		$591 Hold
10
– – ﹤0.01% 1894
2025
Q3 		$627 Hold
10
– – ﹤0.01% 1895
2025
Q2 		$514 Buy
+10
New +$431 ﹤0.01% 1889

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 $3.38T 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

Creative Financial Designs's CG Position: Q2 2026 in Review

Creative Financial Designs held its Carlyle Group (CG) position steady in Q2 2026 at 10 shares worth $421. The position accounts for ﹤0.01% of the portfolio, ranked #2154.

Creative Financial Designs first reported a position in CG in Q2 2025 and has held it in 5 quarters since. The position peaked at $627 in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Creative Financial Designs held 10 shares of Carlyle Group worth $421 as of Q2 2026.
  • Creative Financial Designs left its Carlyle Group share count unchanged in Q2 2026.
  • Carlyle Group made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2154 holding.
  • Creative Financial Designs first reported a position in Carlyle Group in Q2 2025 and has held it in 5 quarters since.
  • Creative Financial Designs's Carlyle Group position peaked at $627 in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.