DiNuzzo Private Wealth’s Carlyle Group CG Stock Holding History

DiNuzzo Private 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	$2.02K	Buy	48 +2	+4%	+$94	﹤0.01%	670
2026 Q1	$2.23K	Sell	46 -1	-2%	-$55	﹤0.01%	602
2025 Q4	$2.78K	Sell	47 -6	-11%	-$341	﹤0.01%	529
2025 Q3	$3.42K	Buy	53 +8	+18%	+$500	﹤0.01%	465
2025 Q2	$2.31K	Buy	45 +6	+15%	+$258	﹤0.01%	575
2025 Q1	$1.7K	Buy	39 +1	+3%	+$50	﹤0.01%	647
2024 Q4	$1.92K	Buy	38 +6	+19%	+$304	﹤0.01%	616
2024 Q3	$1.38K	Buy	32 +7	+28%	+$294	﹤0.01%	745
2024 Q2	$1K	Buy	25 +5	+25%	+$216	﹤0.01%	796
2024 Q1	$939	Hold	20	–	–	﹤0.01%	754
2023 Q4	$814	Buy	+20	New	+$659	﹤0.01%	787

Other funds holding CG

FSA

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.36B AUM 18.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

DiNuzzo Private Wealth's CG Position: Q2 2026 in Review

DiNuzzo Private Wealth increased its Carlyle Group (CG) stake by 4.3% in Q2 2026, buying an estimated $94 and bringing the position to 48 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

DiNuzzo Private Wealth first reported a position in CG in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.42K in Q3 2025. 191 funds tracked by Wall St. Rank hold CG as of Q2 2026.

DiNuzzo Private Wealth held 48 shares of Carlyle Group worth $2.02K as of Q2 2026.
DiNuzzo Private Wealth bought 2 Carlyle Group shares in Q2 2026, an estimated $94.
Carlyle Group made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #670 holding.
DiNuzzo Private Wealth first reported a position in Carlyle Group in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's Carlyle Group position peaked at $3.42K in Q3 2025.
191 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.