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DecisionPoint Financial’s Carlyle Group CG Stock Holding History

DecisionPoint Financial’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 		$297 Buy
+7
New +$329 ﹤0.01% 815

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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

DecisionPoint Financial's CG Position: Q2 2026 in Review

DecisionPoint Financial opened a new position in Carlyle Group (CG) in Q2 2026: 7 shares worth $297. The stake represents ﹤0.01% of the portfolio and ranks #815 among its holdings.

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

  • DecisionPoint Financial held 7 shares of Carlyle Group worth $297 as of Q2 2026.
  • Carlyle Group was a new DecisionPoint Financial position in Q2 2026.
  • Carlyle Group made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #815 holding.
  • 583 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.