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Financial Consulate’s Carlyle Group CG Stock Holding History

Financial Consulate’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 		$13.2K Buy
273
+12
+5% +$662 ﹤0.01% 587
2025
Q4 		$15.4K Hold
261
– – ﹤0.01% 527
2025
Q3 		$16.4K Buy
+261
New +$16.3K ﹤0.01% 486

Other funds holding CG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Financial Consulate's CG Position: Q1 2026 in Review

Financial Consulate increased its Carlyle Group (CG) stake by 4.6% in Q1 2026, buying an estimated $662 and bringing the position to 273 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Financial Consulate first reported a position in CG in Q3 2025 and has held it in 3 quarters since. The position peaked at $16.4K in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Financial Consulate held 273 shares of Carlyle Group worth $13.2K as of Q1 2026.
  • Financial Consulate bought 12 Carlyle Group shares in Q1 2026, an estimated $662.
  • Carlyle Group made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #587 holding.
  • Financial Consulate first reported a position in Carlyle Group in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Carlyle Group position peaked at $16.4K in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.