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Financial Management Professionals’s Carlyle Group CG Stock Holding History

Financial Management Professionals’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 		– Sell
-7
Closed -$339 – 1062
2026
Q1 		$339 Hold
7
– – ﹤0.01% 910
2025
Q4 		$414 Hold
7
– – ﹤0.01% 888
2025
Q3 		$439 Hold
7
– – ﹤0.01% 867
2025
Q2 		$360 Buy
+7
New +$302 ﹤0.01% 936

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 Management Professionals's CG Position: Q2 2026 in Review

Financial Management Professionals sold out of Carlyle Group (CG) in Q2 2026, closing a stake of 7 shares — an estimated $339 sold.

Financial Management Professionals first reported a position in CG in Q2 2025 and held it in 4 quarters. The position peaked at $439 in Q3 2025. 583 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Financial Management Professionals reported no remaining Carlyle Group position as of Q2 2026 after selling out during the quarter.
  • Financial Management Professionals sold 7 Carlyle Group shares in Q2 2026, an estimated $339.
  • Financial Management Professionals first reported a position in Carlyle Group in Q2 2025 and held it in 4 quarters.
  • Financial Management Professionals's Carlyle Group position peaked at $439 in Q3 2025.
  • 583 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

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