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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
Q1 		$221K Buy
+4,618
New +$255K ﹤0.01% 1057

Other funds holding CG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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 Wealth Management's CG Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in Carlyle Group (CG) in Q1 2026: 4,618 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #1057 among its holdings.

600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Diversify Wealth Management held 4,618 shares of Carlyle Group worth $221K as of Q1 2026.
  • Carlyle Group was a new Diversify Wealth Management position in Q1 2026.
  • Carlyle Group made up ﹤0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #1057 holding.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.