Curio Wealth’s Carlyle Group CG Stock Holding History

Curio Wealth’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	-1	Closed	-$48	–	265
2026 Q1	$48	Buy	+1	New	+$55	﹤0.01%	1133

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 $3.37T AUM 44.26% 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

Curio Wealth's CG Position: Q2 2026 in Review

Curio Wealth sold out of Carlyle Group (CG) in Q2 2026, closing a stake of 1 share — an estimated $48 sold.

Curio Wealth first reported a position in CG in Q1 2026 and held it in 1 quarter. The position peaked at $48 in Q1 2026. 586 funds tracked by Wall St. Rank hold CG as of Q2 2026.

Curio Wealth reported no remaining Carlyle Group position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1 Carlyle Group share in Q2 2026, an estimated $48.
Curio Wealth first reported a position in Carlyle Group in Q1 2026 and held it in 1 quarter.
Curio Wealth's Carlyle Group position peaked at $48 in Q1 2026.
586 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.