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Diversify Wealth Management’s Carlyle Group CG Stock Holding History

Diversify 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 		$288K Buy
6,216
+1,598
+35% +$75.1K ﹤0.01% 1070
2026
Q1 		$221K Buy
+4,618
New +$255K ﹤0.01% 1057

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 $3.38T AUM 44.17% 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

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

Diversify Wealth Management increased its Carlyle Group (CG) stake by 35% in Q2 2026, buying an estimated $75.1K and bringing the position to 6,216 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Diversify Wealth Management first reported a position in CG in Q1 2026 and has held it in 2 quarters since. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Diversify Wealth Management held 6,216 shares of Carlyle Group worth $288K as of Q2 2026.
  • Diversify Wealth Management bought 1,598 Carlyle Group shares in Q2 2026, an estimated $75.1K.
  • Carlyle Group made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1070 holding.
  • Diversify Wealth Management first reported a position in Carlyle Group in Q1 2026 and has held it in 2 quarters since.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.