EWA
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EverSource Wealth Advisors’s Carlyle Group CG Stock Holding History

EverSource Wealth Advisors’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 		$52.6K Sell
1,250
-626
-33% -$29.4K ﹤0.01% 1749
2026
Q1 		$90.8K Buy
1,876
+533
+40% +$29.4K ﹤0.01% 1490
2025
Q4 		$79.4K Sell
1,343
-244
-15% -$13.9K ﹤0.01% 1443
2025
Q3 		$99.5K Buy
1,587
+33
+2% +$2.06K ﹤0.01% 1280
2025
Q2 		$79.9K Buy
1,554
+376
+32% +$16.2K ﹤0.01% 1328
2025
Q1 		$51.3K Buy
1,178
+115
+11% +$5.7K ﹤0.01% 1231
2024
Q4 		$53.7K Buy
1,063
+671
+171% +$34K ﹤0.01% 1161
2024
Q3 		$16.9K Sell
392
-33
-8% -$1.39K ﹤0.01% 1580
2024
Q2 		$21.1K Sell
425
-3,271
-89% -$141K ﹤0.01% 1480
2024
Q1 		$166K Buy
3,696
+839
+29% +$36.3K 0.01% 552
2023
Q4 		$116K Buy
2,857
+1,914
+203% +$63K 0.01% 587
2023
Q3 		$28.4K Buy
943
+265
+39% +$8.54K ﹤0.01% 1002
2023
Q2 		$21.7K Sell
678
-1,223
-64% -$35.7K ﹤0.01% 1126
2023
Q1 		$59K Buy
1,901
+155
+9% +$5.17K 0.01% 729
2022
Q4 		$52.1K Buy
1,746
+1,645
+1,629% +$46.9K 0.01% 747
2022
Q3 		$3K Sell
101
-1,476
-94% -$48.6K ﹤0.01% 1514
2022
Q2 		$50K Buy
1,577
+1,549
+5,532% +$59.4K 0.01% 626
2022
Q1 		$1K Hold
28
– – ﹤0.01% 1635
2021
Q4 		$2K Buy
+28
New +$1.52K ﹤0.01% 1516

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

EverSource Wealth Advisors's CG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Carlyle Group (CG) stake by 33% in Q2 2026, selling an estimated $29.4K and leaving 1,250 shares worth $52.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

EverSource Wealth Advisors first reported a position in CG in Q4 2021 and has held it in 19 quarters since. The position peaked at $166K in Q1 2024. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • EverSource Wealth Advisors held 1,250 shares of Carlyle Group worth $52.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 626 Carlyle Group shares in Q2 2026, an estimated $29.4K.
  • Carlyle Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1749 holding.
  • EverSource Wealth Advisors first reported a position in Carlyle Group in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Carlyle Group position peaked at $166K in Q1 2024.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.