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Essential Partners’s Carlyle Group CG Stock Holding History

Essential Partners’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 		$42K Buy
997
+370
+59% +$17.4K 0.02% 659
2026
Q1 		$30.3K Buy
627
+25
+4% +$1.38K 0.01% 763
2025
Q4 		$35.6K Buy
602
+5
+0.8% +$284 0.01% 706
2025
Q3 		$37.4K Buy
597
+7
+1% +$437 0.01% 683
2025
Q2 		$30.3K Buy
+590
New +$25.4K 0.01% 576

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

Essential Partners's CG Position: Q2 2026 in Review

Essential Partners increased its Carlyle Group (CG) stake by 59% in Q2 2026, buying an estimated $17.4K and bringing the position to 997 shares worth $42K. The position accounts for 0.02% of the portfolio, ranked #659.

Essential Partners first reported a position in CG in Q2 2025 and has held it in 5 quarters since. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Essential Partners held 997 shares of Carlyle Group worth $42K as of Q2 2026.
  • Essential Partners bought 370 Carlyle Group shares in Q2 2026, an estimated $17.4K.
  • Carlyle Group made up 0.02% of Essential Partners's portfolio in Q2 2026, its #659 holding.
  • Essential Partners first reported a position in Carlyle Group in Q2 2025 and has held it in 5 quarters since.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.