DAS
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Diversify Advisory Services’s Carlyle Group CG Stock Holding History

Diversify Advisory Services’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
Q1 		– Sell
-6,897
Closed -$453K – 309
2025
Q4 		$453K Sell
6,897
-746
-10% -$42.4K 0.01% 623
2025
Q3 		$396K Sell
7,643
-1,076
-12% -$67.2K 0.01% 632
2025
Q2 		$565K Buy
+8,719
New +$376K 0.02% 495
2024
Q2 		– Sell
-5,523
Closed -$256K – 653
2024
Q1 		$256K Buy
+5,523
New +$239K 0.02% 565

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Diversify Advisory Services's CG Position: Q1 2026 in Review

Diversify Advisory Services sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 6,897 shares — an estimated $453K sold.

Diversify Advisory Services first reported a position in CG in Q1 2024 and held it in 4 quarters. The position peaked at $565K in Q2 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Diversify Advisory Services reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 6,897 Carlyle Group shares in Q1 2026, an estimated $453K.
  • Diversify Advisory Services first reported a position in Carlyle Group in Q1 2024 and held it in 4 quarters.
  • Diversify Advisory Services's Carlyle Group position peaked at $565K in Q2 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.