CA
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Crewe Advisors’s Carlyle Group CG Stock Holding History

Crewe 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 		$85 Hold
2
– – ﹤0.01% 1110
2026
Q1 		$97 Hold
2
– – ﹤0.01% 1014
2025
Q4 		$119 Hold
2
– – ﹤0.01% 1074
2025
Q3 		$126 Hold
2
– – ﹤0.01% 947
2025
Q2 		$103 Hold
2
– – ﹤0.01% 730
2025
Q1 		$88 Hold
2
– – ﹤0.01% 703
2024
Q4 		$101 Hold
2
– – ﹤0.01% 638
2024
Q3 		$87 Buy
+2
New +$84 ﹤0.01% 707

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

Crewe Advisors's CG Position: Q2 2026 in Review

Crewe Advisors held its Carlyle Group (CG) position steady in Q2 2026 at 2 shares worth $85. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

Crewe Advisors first reported a position in CG in Q3 2024 and has held it in 8 quarters since. The position peaked at $126 in Q3 2025. 583 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Crewe Advisors held 2 shares of Carlyle Group worth $85 as of Q2 2026.
  • Crewe Advisors left its Carlyle Group share count unchanged in Q2 2026.
  • Carlyle Group made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #1110 holding.
  • Crewe Advisors first reported a position in Carlyle Group in Q3 2024 and has held it in 8 quarters since.
  • Crewe Advisors's Carlyle Group position peaked at $126 in Q3 2025.
  • 583 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.