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
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

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VPM
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VCM
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Morgan Stanley
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State Street
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Massachusetts Financial Services
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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
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