Envestnet Portfolio Solutions
CG icon

Envestnet Portfolio Solutions’s Carlyle Group CG Stock Holding History

Envestnet Portfolio Solutions’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 		$221K Buy
5,254
+971
+23% +$45.6K ﹤0.01% 1330
2026
Q1 		$207K Sell
4,283
-1,155
-21% -$63.7K ﹤0.01% 1266
2025
Q4 		$321K Sell
5,438
-1,225
-18% -$69.6K ﹤0.01% 1245
2025
Q3 		$418K Sell
6,663
-759
-10% -$47.4K ﹤0.01% 1093
2025
Q2 		$381K Buy
7,422
+228
+3% +$9.82K ﹤0.01% 1230
2025
Q1 		$314K Sell
7,194
-5,398
-43% -$268K ﹤0.01% 1269
2024
Q4 		$636K Buy
12,592
+4,132
+49% +$209K ﹤0.01% 1116
2024
Q3 		$364K Buy
8,460
+1,798
+27% +$75.4K ﹤0.01% 1349
2024
Q2 		$267K Buy
6,662
+2,148
+48% +$92.7K ﹤0.01% 1441
2024
Q1 		$212K Buy
+4,514
New +$195K ﹤0.01% 1541

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

Envestnet Portfolio Solutions's CG Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Carlyle Group (CG) stake by 23% in Q2 2026, buying an estimated $45.6K and bringing the position to 5,254 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

Envestnet Portfolio Solutions first reported a position in CG in Q1 2024 and has held it in 10 quarters since. The position peaked at $636K in Q4 2024. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Envestnet Portfolio Solutions held 5,254 shares of Carlyle Group worth $221K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 971 Carlyle Group shares in Q2 2026, an estimated $45.6K.
  • Carlyle Group made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1330 holding.
  • Envestnet Portfolio Solutions first reported a position in Carlyle Group in Q1 2024 and has held it in 10 quarters since.
  • Envestnet Portfolio Solutions's Carlyle Group position peaked at $636K in Q4 2024.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.