Everhart Financial Group’s Carlyle Group CG Stock Holding History

Everhart Financial Group’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	$479K	Buy	11,369 +224	+2%	+$10.5K	0.03%	284
2026 Q1	$539K	Sell	11,145 -1,906	-15%	-$105K	0.05%	259
2025 Q4	$771K	Buy	13,051 +3,910	+43%	+$222K	0.07%	199
2025 Q3	$573K	Buy	9,141 +1,744	+24%	+$109K	0.06%	230
2025 Q2	$380K	Buy	7,397 +565	+8%	+$24.3K	0.04%	264
2025 Q1	$298K	Sell	6,832 -137	-2%	-$6.79K	0.04%	278
2024 Q4	$352K	Buy	6,969 +881	+14%	+$44.7K	0.07%	241
2024 Q3	$262K	Buy	+6,088	New	+$255K	0.06%	277
2024 Q2	–	Sell	-4,607	Closed	-$216K	–	299
2024 Q1	$216K	Buy	+4,607	New	+$199K	0.06%	257

Other funds holding CG

FSA

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Everhart Financial Group's CG Position: Q2 2026 in Review

Everhart Financial Group increased its Carlyle Group (CG) stake by 2% in Q2 2026, buying an estimated $10.5K and bringing the position to 11,369 shares worth $479K. The position accounts for 0.03% of the portfolio, ranked #284.

Everhart Financial Group first reported a position in CG in Q1 2024 and has held it in 9 quarters since. The position peaked at $771K in Q4 2025. 77 funds tracked by Wall St. Rank hold CG as of Q2 2026.

Everhart Financial Group held 11,369 shares of Carlyle Group worth $479K as of Q2 2026.
Everhart Financial Group bought 224 Carlyle Group shares in Q2 2026, an estimated $10.5K.
Carlyle Group made up 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #284 holding.
Everhart Financial Group first reported a position in Carlyle Group in Q1 2024 and has held it in 9 quarters since.
Everhart Financial Group's Carlyle Group position peaked at $771K in Q4 2025.
77 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.