Focus Partners Wealth
CG icon

Focus Partners Wealth’s Carlyle Group CG Stock Holding History

Focus Partners Wealth’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 		$230K Sell
4,760
-3,658
-43% -$202K ﹤0.01% 2332
2025
Q4 		$498K Sell
8,418
-1,791
-18% -$102K ﹤0.01% 1954
2025
Q3 		$541K Buy
10,209
+3,752
+58% +$234K ﹤0.01% 1585
2025
Q2 		$332K Buy
6,457
+1,023
+19% +$44.1K ﹤0.01% 1628
2025
Q1 		$237K Buy
5,434
+1,169
+27% +$58K ﹤0.01% 1686
2024
Q4 		$215K Buy
+4,265
New +$216K ﹤0.01% 1693
2024
Q2 		– Sell
-4,851
Closed -$228K – 1241
2024
Q1 		$228K Sell
4,851
-1,927
-28% -$83.3K ﹤0.01% 893
2023
Q4 		$276K Buy
+6,778
New +$223K ﹤0.01% 686

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

Focus Partners Wealth's CG Position: Q1 2026 in Review

Focus Partners Wealth reduced its Carlyle Group (CG) stake by 43% in Q1 2026, selling an estimated $202K and leaving 4,760 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #2332.

Focus Partners Wealth first reported a position in CG in Q4 2023 and has held it in 8 quarters since. The position peaked at $541K in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Focus Partners Wealth held 4,760 shares of Carlyle Group worth $230K as of Q1 2026.
  • Focus Partners Wealth sold 3,658 Carlyle Group shares in Q1 2026, an estimated $202K.
  • Carlyle Group made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2332 holding.
  • Focus Partners Wealth first reported a position in Carlyle Group in Q4 2023 and has held it in 8 quarters since.
  • Focus Partners Wealth's Carlyle Group position peaked at $541K in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.