Diversify Advisory Services’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
Other funds holding CG
Diversify Advisory Services's CG Position: Q2 2026 in Review
Diversify Advisory Services opened a new position in Carlyle Group (CG) in Q2 2026: 6,216 shares worth $288K. The stake represents ﹤0.01% of the portfolio and ranks #1070 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in CG as recently as Q4 2025.
Diversify Advisory Services first reported a position in CG in Q1 2024 and has held it in 5 quarters since. The position peaked at $565K in Q2 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.
- Diversify Advisory Services held 6,216 shares of Carlyle Group worth $288K as of Q2 2026.
- Carlyle Group was a new Diversify Advisory Services position in Q2 2026.
- Carlyle Group made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1070 holding.
- Diversify Advisory Services first reported a position in Carlyle Group in Q1 2024 and has held it in 5 quarters since.
- Diversify Advisory Services's Carlyle Group position peaked at $565K in Q2 2025.
- 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.
Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.