DWM
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Darwin Wealth Management’s Carlyle Group CG Stock Holding History

Darwin Wealth Management’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 		$10.4K Buy
245
+1
+0.4% +$47 ﹤0.01% 379
2026
Q1 		$11.8K Buy
244
+2
+0.8% +$110 ﹤0.01% 351
2025
Q4 		$14.3K Buy
242
+2
+0.8% +$114 ﹤0.01% 343
2025
Q3 		$15.1K Buy
240
+1
+0.4% +$62 ﹤0.01% 332
2025
Q2 		$12.3K Buy
+239
New +$10.3K ﹤0.01% 335

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

Darwin Wealth Management's CG Position: Q2 2026 in Review

Darwin Wealth Management increased its Carlyle Group (CG) stake by 0.41% in Q2 2026, buying an estimated $47 and bringing the position to 245 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Darwin Wealth Management first reported a position in CG in Q2 2025 and has held it in 5 quarters since. The position peaked at $15.1K in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Darwin Wealth Management held 245 shares of Carlyle Group worth $10.4K as of Q2 2026.
  • Darwin Wealth Management bought 1 Carlyle Group share in Q2 2026, an estimated $47.
  • Carlyle Group made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #379 holding.
  • Darwin Wealth Management first reported a position in Carlyle Group in Q2 2025 and has held it in 5 quarters since.
  • Darwin Wealth Management's Carlyle Group position peaked at $15.1K in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.