CCG
CG icon

Cypress Capital Group’s Carlyle Group CG Stock Holding History

Cypress Capital Group’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 		$211K Buy
+5,018
New +$236K 0.02% 301

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Capital World Investors
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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

Cypress Capital Group's CG Position: Q2 2026 in Review

Cypress Capital Group opened a new position in Carlyle Group (CG) in Q2 2026: 5,018 shares worth $211K. The stake represents 0.02% of the portfolio and ranks #301 among its holdings.

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

  • Cypress Capital Group held 5,018 shares of Carlyle Group worth $211K as of Q2 2026.
  • Carlyle Group was a new Cypress Capital Group position in Q2 2026.
  • Carlyle Group made up 0.02% of Cypress Capital Group's portfolio in Q2 2026, its #301 holding.
  • 585 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Cypress Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.