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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
Q2 		$1.09K Sell
26
-247
-90% -$11.6K ﹤0.01% 1148
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 $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 $3.37T AUM 44.26% 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

Financial Consulate's CG Position: Q2 2026 in Review

Financial Consulate reduced its Carlyle Group (CG) stake by 90% in Q2 2026, selling an estimated $11.6K and leaving 26 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

Financial Consulate first reported a position in CG in Q3 2025 and has held it in 4 quarters since. The position peaked at $16.4K in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Financial Consulate held 26 shares of Carlyle Group worth $1.09K as of Q2 2026.
  • Financial Consulate sold 247 Carlyle Group shares in Q2 2026, an estimated $11.6K.
  • Carlyle Group made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1148 holding.
  • Financial Consulate first reported a position in Carlyle Group in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's Carlyle Group position peaked at $16.4K in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.